PFG Advisors’s Covista Inc CVSA Stock Holding History

PFG Advisors’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	–	Sell	-5,349	Closed	-$553K	–	792
2025 Q4	$553K	Buy	5,349 +1,591	+42%	+$182K	0.03%	511
2025 Q3	$580K	Buy	3,758 +872	+30%	+$112K	0.02%	522
2025 Q2	$367K	Buy	+2,886	New	+$341K	0.02%	479

Other funds holding CVSA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PFG Advisors's CVSA Position: Q1 2026 in Review

PFG Advisors sold out of Covista Inc (CVSA) in Q1 2026, closing a stake of 5,349 shares — an estimated $553K sold.

PFG Advisors first reported a position in CVSA in Q2 2025 and held it in 3 quarters. The position peaked at $580K in Q3 2025. 354 funds tracked by Wall St. Rank hold CVSA as of Q1 2026.

PFG Advisors reported no remaining Covista Inc position as of Q1 2026 after selling out during the quarter.
PFG Advisors sold 5,349 Covista Inc shares in Q1 2026, an estimated $553K.
PFG Advisors first reported a position in Covista Inc in Q2 2025 and held it in 3 quarters.
PFG Advisors's Covista Inc position peaked at $580K in Q3 2025.
354 funds tracked by Wall St. Rank held Covista Inc as of Q1 2026.

Based on PFG Advisors's 13F filing for Q1 2026, filed 5 May 2026.