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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Larson Financial Group's CVLG Position: Q1 2026 in Review

Larson Financial Group increased its Covenant Logistics (CVLG) stake by 41% in Q1 2026, buying an estimated $6.05K and bringing the position to 769 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Larson Financial Group first reported a position in CVLG in Q2 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold CVLG as of Q1 2026.

  • Larson Financial Group held 769 shares of Covenant Logistics worth $20.9K as of Q1 2026.
  • Larson Financial Group bought 225 Covenant Logistics shares in Q1 2026, an estimated $6.05K.
  • Covenant Logistics made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1820 holding.
  • Larson Financial Group first reported a position in Covenant Logistics in Q2 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Covenant Logistics as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.