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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

CVCO holding history

Cavco Industries, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVCO overviewAll 13F holders of CVCOFull Q2 2026 holdings

Shares (Q2 2026)
1,473
Value
$905.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CVCO by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,473$905.0K<0.1%+177+13.7%AddedHolders
Q1 20261,296$627.6K<0.1%+199+18.1%AddedHolders
Q4 20251,097$648.0K<0.1%+52+5.0%AddedHolders
Q3 20251,045$606.9K<0.1%−36−3.3%ReducedHolders
Q2 20251,081$469.6K<0.1%−71−6.2%ReducedHolders
Q1 20251,152$598.6K<0.1%−177−13.3%ReducedHolders
Q4 20241,329$593.0K<0.1%+46+3.6%AddedHolders
Q3 20241,283$549.4K<0.1%−144−10.1%ReducedHolders
Q2 20241,427$494.0K<0.1%−1−0.1%ReducedHolders
Q1 20241,428$569.9K<0.1%+212+17.4%AddedHolders
Q4 20231,216$421.5K<0.1%−144−10.6%ReducedHolders
Q3 20231,360$361.3K<0.1%+645+90.2%AddedHolders
Q2 2023715$210.9K<0.1%+2+0.3%AddedHolders
Q1 2023713$226.5K<0.1%+713NewHolders
Q3 20220$00.0%−393−100.0%Sold outHolders
Q2 2022393$77.0K<0.1%+94+31.4%AddedHolders
Q1 2022299$72.0K<0.1%+42+16.3%AddedHolders
Q4 2021257$82.0K<0.1%+117+83.6%AddedHolders
Q3 2021140$33.0K<0.1%+11+8.5%AddedHolders
Q2 2021129$29.0K<0.1%−2−1.5%ReducedHolders
Q1 2021131$30.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.