TFA
CVGW

Transamerica Financial Advisors’s Calavo Growers CVGW Stock Holding History

Transamerica Financial Advisors’s Portfolio CVGW Stock Details CVGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$103 Hold
4
– – ﹤0.01% 1742
2025
Q4 		$87 Buy
+4
New +$89 ﹤0.01% 1688
2016
Q1 		– Sell
-400
Closed -$20K – 768
2015
Q4 		$20K Buy
400
+100
+33% +$5.08K ﹤0.01% 527
2015
Q3 		$14K Hold
300
– – ﹤0.01% 539
2015
Q2 		$16K Buy
300
+199
+197% +$10.4K ﹤0.01% 578
2015
Q1 		$6K Hold
101
– – ﹤0.01% 677
2014
Q4 		$5K Hold
101
– – ﹤0.01% 549
2014
Q3 		$5K Buy
+101
New +$3.83K ﹤0.01% 523

Other funds holding CVGW

RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Transamerica Financial Advisors's CVGW Position: Q1 2026 in Review

Transamerica Financial Advisors held its Calavo Growers (CVGW) position steady in Q1 2026 at 4 shares worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Transamerica Financial Advisors first reported a position in CVGW in Q3 2014 and has held it in 8 quarters since. The position peaked at $20K in Q4 2015. 155 funds tracked by Wall St. Rank hold CVGW as of Q1 2026.

  • Transamerica Financial Advisors held 4 shares of Calavo Growers worth $103 as of Q1 2026.
  • Transamerica Financial Advisors left its Calavo Growers share count unchanged in Q1 2026.
  • Calavo Growers made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q1 2026, its #1742 holding.
  • Transamerica Financial Advisors first reported a position in Calavo Growers in Q3 2014 and has held it in 8 quarters since.
  • Transamerica Financial Advisors's Calavo Growers position peaked at $20K in Q4 2015.
  • 155 funds tracked by Wall St. Rank held Calavo Growers as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.