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Larson Financial Group’s Covenant Logistics CVLG Stock Holding History

Larson Financial Group’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 		$35K Buy
792
+23
+3% +$839 ﹤0.01% 1688
2026
Q1 		$20.9K Buy
769
+225
+41% +$6.05K ﹤0.01% 1820
2025
Q4 		$12K Buy
544
+103
+23% +$2.16K ﹤0.01% 2013
2025
Q3 		$9.55K Buy
441
+284
+181% +$6.79K ﹤0.01% 2036
2025
Q2 		$3.79K Buy
+157
New +$3.4K ﹤0.01% 2187

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Larson Financial Group's CVLG Position: Q2 2026 in Review

Larson Financial Group increased its Covenant Logistics (CVLG) stake by 3% in Q2 2026, buying an estimated $839 and bringing the position to 792 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Larson Financial Group first reported a position in CVLG in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold CVLG as of Q2 2026.

  • Larson Financial Group held 792 shares of Covenant Logistics worth $35K as of Q2 2026.
  • Larson Financial Group bought 23 Covenant Logistics shares in Q2 2026, an estimated $839.
  • Covenant Logistics made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1688 holding.
  • Larson Financial Group first reported a position in Covenant Logistics in Q2 2025 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.