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BFC Planning, Inc.’s Covista Inc CVSA Stock Holding History

BFC Planning, Inc.’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 		$324K Sell
2,600
-360
-12% -$43.4K 0.01% 766
2026
Q1 		$341K Sell
2,960
-389
-12% -$41.5K 0.02% 683
2025
Q4 		$347K Buy
3,349
+126
+4% +$14.4K 0.02% 664
2025
Q3 		$498K Buy
3,223
+87
+3% +$11.1K 0.04% 385
2025
Q2 		$399K Buy
3,136
+15
+0.5% +$1.77K 0.03% 412
2025
Q1 		$314K Buy
3,121
+3,067
+5,680% +$306K 0.03% 458
2024
Q4 		$4.91K Buy
+54
New +$4.52K ﹤0.01% 2031

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ariel Investments
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 $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFC Planning, Inc.'s CVSA Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Covista Inc (CVSA) stake by 12% in Q2 2026, selling an estimated $43.4K and leaving 2,600 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #766.

BFC Planning, Inc. first reported a position in CVSA in Q4 2024 and has held it in 7 quarters since. The position peaked at $498K in Q3 2025. 379 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • BFC Planning, Inc. held 2,600 shares of Covista Inc worth $324K as of Q2 2026.
  • BFC Planning, Inc. sold 360 Covista Inc shares in Q2 2026, an estimated $43.4K.
  • Covista Inc made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #766 holding.
  • BFC Planning, Inc. first reported a position in Covista Inc in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Covista Inc position peaked at $498K in Q3 2025.
  • 379 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.