EFG
CVSA

Elevated Financial Group’s Covista Inc CVSA Stock Holding History

Elevated Financial Group’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 		$634K Buy
5,084
+1,815
+56% +$219K 0.17% 62
2026
Q1 		$377K Buy
3,269
+352
+12% +$37.6K 0.12% 91
2025
Q4 		$302K Buy
+2,917
New +$334K 0.1% 108

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 $3.37T AUM 44.26% 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

Elevated Financial Group's CVSA Position: Q2 2026 in Review

Elevated Financial Group increased its Covista Inc (CVSA) stake by 56% in Q2 2026, buying an estimated $219K and bringing the position to 5,084 shares worth $634K. The position accounts for 0.17% of the portfolio, ranked #62.

Elevated Financial Group first reported a position in CVSA in Q4 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Elevated Financial Group held 5,084 shares of Covista Inc worth $634K as of Q2 2026.
  • Elevated Financial Group bought 1,815 Covista Inc shares in Q2 2026, an estimated $219K.
  • Covista Inc made up 0.17% of Elevated Financial Group's portfolio in Q2 2026, its #62 holding.
  • Elevated Financial Group first reported a position in Covista Inc in Q4 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.