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Bare Financial Services’s Covenant Logistics CVLG Stock Holding History

Bare Financial Services’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23
Closed -$498 – 1580
2025
Q3 		$498 Buy
+23
New +$550 ﹤0.01% 1293

Other funds holding CVLG

BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bare Financial Services's CVLG Position: Q4 2025 in Review

Bare Financial Services sold out of Covenant Logistics (CVLG) in Q4 2025, closing a stake of 23 shares — an estimated $498 sold.

Bare Financial Services first reported a position in CVLG in Q3 2025 and held it in 1 quarter. The position peaked at $498 in Q3 2025. 162 funds tracked by Wall St. Rank hold CVLG as of Q4 2025.

  • Bare Financial Services reported no remaining Covenant Logistics position as of Q4 2025 after selling out during the quarter.
  • Bare Financial Services sold 23 Covenant Logistics shares in Q4 2025, an estimated $498.
  • Bare Financial Services first reported a position in Covenant Logistics in Q3 2025 and held it in 1 quarter.
  • Bare Financial Services's Covenant Logistics position peaked at $498 in Q3 2025.
  • 162 funds tracked by Wall St. Rank held Covenant Logistics as of Q4 2025.

Based on Bare Financial Services's 13F filing for Q4 2025, filed 6 Feb 2026.