Merit Financial Group
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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
Q3 		$709K Buy
5,805
+190
+3% +$24.2K ﹤0.01% 1345
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 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

Merit Financial Group's CVSA Position: Q3 2026 in Review

Merit Financial Group increased its Covista Inc (CVSA) stake by 3.4% in Q3 2026, buying an estimated $24.2K and bringing the position to 5,805 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Merit Financial Group first reported a position in CVSA in Q3 2025 and has held it in 5 quarters since. 172 funds tracked by Wall St. Rank hold CVSA as of Q3 2026.

  • Merit Financial Group held 5,805 shares of Covista Inc worth $709K as of Q3 2026.
  • Merit Financial Group bought 190 Covista Inc shares in Q3 2026, an estimated $24.2K.
  • Covista Inc made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1345 holding.
  • Merit Financial Group first reported a position in Covista Inc in Q3 2025 and has held it in 5 quarters since.
  • 172 funds tracked by Wall St. Rank held Covista Inc as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.