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IFP Advisors’s Covenant Logistics CVLG Stock Holding History

IFP Advisors’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
2026
Q2 		$133 Hold
3
– – ﹤0.01% 4921
2026
Q1 		$81 Hold
3
– – ﹤0.01% 4772
2025
Q4 		$66 Sell
3
-2
-40% -$42 ﹤0.01% 4665
2025
Q3 		$108 Buy
+5
New +$120 ﹤0.01% 4535
2025
Q2 		– Sell
-4
Closed -$87 – 4417
2025
Q1 		$89 Sell
4
-4
-50% -$103 ﹤0.01% 3881
2024
Q4 		$218 Buy
+8
New +$220 ﹤0.01% 3693
2021
Q4 		– Sell
-1,436
Closed -$20K – 3400
2021
Q3 		$20K Buy
+1,436
New +$16.1K ﹤0.01% 1972

Other funds holding CVLG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

IFP Advisors's CVLG Position: Q2 2026 in Review

IFP Advisors held its Covenant Logistics (CVLG) position steady in Q2 2026 at 3 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #4921.

IFP Advisors first reported a position in CVLG in Q3 2021 and has held it in 7 quarters since. The position peaked at $20K in Q3 2021. 184 funds tracked by Wall St. Rank hold CVLG as of Q2 2026.

  • IFP Advisors held 3 shares of Covenant Logistics worth $133 as of Q2 2026.
  • IFP Advisors left its Covenant Logistics share count unchanged in Q2 2026.
  • Covenant Logistics made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4921 holding.
  • IFP Advisors first reported a position in Covenant Logistics in Q3 2021 and has held it in 7 quarters since.
  • IFP Advisors's Covenant Logistics position peaked at $20K in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.