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Transamerica Financial Advisors’s CAVA Group CAVA Stock Holding History

Transamerica Financial Advisors’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.97K Buy
127
+22
+21% +$1.84K ﹤0.01% 994
2026
Q1 		$8.49K Buy
105
+48
+84% +$3.5K ﹤0.01% 955
2025
Q4 		$3.35K Buy
57
+45
+375% +$2.51K ﹤0.01% 1030
2025
Q3 		$725 Buy
+12
New +$909 ﹤0.01% 1227

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Transamerica Financial Advisors's CAVA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its CAVA Group (CAVA) stake by 21% in Q2 2026, buying an estimated $1.84K and bringing the position to 127 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Transamerica Financial Advisors first reported a position in CAVA in Q3 2025 and has held it in 4 quarters since. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Transamerica Financial Advisors held 127 shares of CAVA Group worth $9.97K as of Q2 2026.
  • Transamerica Financial Advisors bought 22 CAVA Group shares in Q2 2026, an estimated $1.84K.
  • CAVA Group made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #994 holding.
  • Transamerica Financial Advisors first reported a position in CAVA Group in Q3 2025 and has held it in 4 quarters since.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.