LPL Financial
CVSA

LPL Financial’s Covista Inc CVSA Stock Holding History

LPL Financial’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 		$1.66M Buy
13,289
+1,675
+14% +$202K ﹤0.01% 3963
2026
Q1 		$1.34M Buy
11,614
+622
+6% +$66.4K ﹤0.01% 3886
2025
Q4 		$1.14M Buy
10,992
+789
+8% +$90.3K ﹤0.01% 3941
2025
Q3 		$1.58M Buy
10,203
+3,139
+44% +$402K ﹤0.01% 3548
2025
Q2 		$899K Buy
7,064
+1,488
+27% +$176K ﹤0.01% 3845
2025
Q1 		$561K Buy
5,576
+1,139
+26% +$114K ﹤0.01% 4069
2024
Q4 		$403K Buy
+4,437
New +$371K ﹤0.01% 4275
2024
Q3 		– Sell
-3,616
Closed -$247K – 5172
2024
Q2 		$247K Buy
+3,616
New +$212K ﹤0.01% 4410
2021
Q1 		– Sell
-7,353
Closed -$250K – 4080
2020
Q4 		$250K Buy
+7,353
New +$210K ﹤0.01% 3353

Other funds holding CVSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

LPL Financial's CVSA Position: Q2 2026 in Review

LPL Financial increased its Covista Inc (CVSA) stake by 14% in Q2 2026, buying an estimated $202K and bringing the position to 13,289 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

LPL Financial first reported a position in CVSA in Q4 2020 and has held it in 9 quarters since. 170 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • LPL Financial held 13,289 shares of Covista Inc worth $1.66M as of Q2 2026.
  • LPL Financial bought 1,675 Covista Inc shares in Q2 2026, an estimated $202K.
  • Covista Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3963 holding.
  • LPL Financial first reported a position in Covista Inc in Q4 2020 and has held it in 9 quarters since.
  • 170 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.