JFS Wealth Advisors
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JFS Wealth Advisors’s Covista Inc CVSA Stock Holding History

JFS Wealth Advisors’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
Q3 		$8.43K Hold
69
– – ﹤0.01% 1046
2026
Q2 		$8.6K Buy
69
+15
+28% +$1.81K ﹤0.01% 1074
2026
Q1 		$6.22K Buy
54
+2
+4% +$214 ﹤0.01% 1117
2025
Q4 		$5.38K Buy
52
+4
+8% +$458 ﹤0.01% 1212
2025
Q3 		$7.41K Hold
48
– – ﹤0.01% 985
2025
Q2 		$6.11K Hold
48
– – ﹤0.01% 1017
2025
Q1 		$4.83K Buy
48
+1
+2% +$100 ﹤0.01% 1137
2024
Q4 		$4.27K Hold
47
– – ﹤0.01% 1186
2024
Q3 		$3.55K Buy
47
+1
+2% +$74 ﹤0.01% 1244
2024
Q2 		$3.14K Hold
46
– – ﹤0.01% 1257
2024
Q1 		$2.36K Hold
46
– – ﹤0.01% 1383
2023
Q4 		$2.71K Hold
46
– – ﹤0.01% 1307
2023
Q3 		$1.97K Hold
46
– – ﹤0.01% 1366
2023
Q2 		$1.58K Hold
46
– – ﹤0.01% 1469
2023
Q1 		$1.78K Sell
46
-5
-10% -$191 ﹤0.01% 1411
2022
Q4 		$1.81K Buy
51
+4
+9% +$156 ﹤0.01% 1408
2022
Q3 		$2K Buy
47
+44
+1,467% +$1.68K ﹤0.01% 1275
2022
Q2 		$0 Buy
3
+1
+50% +$32 ﹤0.01% 1726
2022
Q1 		$0 Sell
2
-12
-86% -$322 ﹤0.01% 1814
2021
Q4 		$0 Buy
+14
New +$461 ﹤0.01% 1702

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

JFS Wealth Advisors's CVSA Position: Q3 2026 in Review

JFS Wealth Advisors held its Covista Inc (CVSA) position steady in Q3 2026 at 69 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

JFS Wealth Advisors first reported a position in CVSA in Q4 2021 and has held it in 20 quarters since. The position peaked at $8.6K in Q2 2026. 138 funds tracked by Wall St. Rank hold CVSA as of Q3 2026.

  • JFS Wealth Advisors held 69 shares of Covista Inc worth $8.43K as of Q3 2026.
  • JFS Wealth Advisors left its Covista Inc share count unchanged in Q3 2026.
  • Covista Inc made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1046 holding.
  • JFS Wealth Advisors first reported a position in Covista Inc in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Covista Inc position peaked at $8.6K in Q2 2026.
  • 138 funds tracked by Wall St. Rank held Covista Inc as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.