OF
CVSA

Optimize Financial’s Covista Inc CVSA Stock Holding History

Optimize 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
Q1 		$724K Buy
+6,279
New +$670K 0.36% 32

Other funds holding CVSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Optimize Financial's CVSA Position: Q1 2026 in Review

Optimize Financial opened a new position in Covista Inc (CVSA) in Q1 2026: 6,279 shares worth $724K. The stake represents 0.36% of the portfolio and ranks #32 among its holdings.

353 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

  • Optimize Financial held 6,279 shares of Covista Inc worth $724K as of Q1 2026.
  • Covista Inc was a new Optimize Financial position in Q1 2026.
  • Covista Inc made up 0.36% of Optimize Financial's portfolio in Q1 2026, its #32 holding.
  • 353 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.