AF
CVSA

Allworth Financial’s Covista Inc CVSA Stock Holding History

Allworth Financial’s Portfolio CVSA Stock Details CVSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.5K Sell
662
-39
-6% -$4.7K ﹤0.01% 2081
2026
Q1 		$80.8K Buy
701
+324
+86% +$34.6K ﹤0.01% 1983
2025
Q4 		$39K Buy
377
+166
+79% +$19K ﹤0.01% 2361
2025
Q3 		$32.6K Sell
211
-131
-38% -$16.8K ﹤0.01% 2398
2025
Q2 		$43.5K Buy
342
+155
+83% +$18.3K ﹤0.01% 2034
2025
Q1 		$19.5K Buy
187
+20
+12% +$2K ﹤0.01% 2092
2024
Q4 		$16.6K Hold
167
– – ﹤0.01% 2202
2024
Q3 		$12.6K Hold
167
– – ﹤0.01% 2164
2024
Q2 		$12.8K Hold
167
– – ﹤0.01% 2119
2024
Q1 		$8.58K Sell
167
-4
-2% -$209 ﹤0.01% 2170
2023
Q4 		$10.1K Hold
171
– – ﹤0.01% 1977
2023
Q3 		$7.33K Buy
171
+24
+16% +$1.01K ﹤0.01% 1958
2023
Q2 		$5.05K Sell
147
-33
-18% -$1.32K ﹤0.01% 2092
2023
Q1 		$6.95K Hold
180
– – ﹤0.01% 1920
2022
Q4 		$6.39K Sell
180
-333
-65% -$13K ﹤0.01% 1820
2022
Q3 		$19K Buy
513
+509
+12,725% +$19.4K ﹤0.01% 1303
2022
Q2 		$0 Buy
+4
New +$126 ﹤0.01% 2382
2020
Q2 		– Sell
-254
Closed -$7K – 1169
2020
Q1 		$7K Buy
+254
New +$8.09K ﹤0.01% 779

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allworth Financial's CVSA Position: Q2 2026 in Review

Allworth Financial reduced its Covista Inc (CVSA) stake by 5.6% in Q2 2026, selling an estimated $4.7K and leaving 662 shares worth $82.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Allworth Financial first reported a position in CVSA in Q1 2020 and has held it in 18 quarters since. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Allworth Financial held 662 shares of Covista Inc worth $82.5K as of Q2 2026.
  • Allworth Financial sold 39 Covista Inc shares in Q2 2026, an estimated $4.7K.
  • Covista Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2081 holding.
  • Allworth Financial first reported a position in Covista Inc in Q1 2020 and has held it in 18 quarters since.
  • 377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.