MFG
CVSA

Merit Financial Group’s Covista Inc CVSA Stock Holding History

Merit Financial Group’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 		$700K Buy
5,615
+1,425
+34% +$172K ﹤0.01% 1293
2026
Q1 		$483K Buy
4,190
+1,738
+71% +$186K ﹤0.01% 1393
2025
Q4 		$254K Buy
2,452
+1,057
+76% +$121K ﹤0.01% 1663
2025
Q3 		$215K Buy
+1,395
New +$179K ﹤0.01% 1631

Other funds holding CVSA

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Merit Financial Group's CVSA Position: Q2 2026 in Review

Merit Financial Group increased its Covista Inc (CVSA) stake by 34% in Q2 2026, buying an estimated $172K and bringing the position to 5,615 shares worth $700K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Merit Financial Group first reported a position in CVSA in Q3 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Merit Financial Group held 5,615 shares of Covista Inc worth $700K as of Q2 2026.
  • Merit Financial Group bought 1,425 Covista Inc shares in Q2 2026, an estimated $172K.
  • Covista Inc made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1293 holding.
  • Merit Financial Group first reported a position in Covista Inc in Q3 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.