PFC
CVSA

Phocas Financial Corp’s Covista Inc CVSA Stock Holding History

Phocas Financial Corp’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 		$6.18M Sell
53,635
-72,497
-57% -$7.74M 0.97% 37
2025
Q4 		$13.1M Sell
126,132
-313
-0.2% -$35.8K 1.7% 6
2025
Q3 		$19.5M Buy
126,445
+2,580
+2% +$330K 2.53% 1
2025
Q2 		$15.8M Buy
123,865
+18
+0% +$2.13K 2.27% 3
2025
Q1 		$12.5M Sell
123,847
-7,167
-5% -$715K 1.91% 4
2024
Q4 		$11.9M Sell
131,014
-1,197
-0.9% -$100K 1.59% 7
2024
Q3 		$9.98K Sell
132,211
-8,324
-6% -$614K 0.04% 38
2024
Q2 		$9.59K Sell
140,535
-2,652
-2% -$156K 0.04% 41
2024
Q1 		$7.36K Buy
143,187
+19,270
+16% +$1.01M 0.03% 67
2023
Q4 		$7.3M Buy
+123,917
New +$6.61M 0.97% 37
2020
Q3 		– Sell
-182,235
Closed -$5.68M – 189
2020
Q2 		$5.68M Sell
182,235
-1,453
-0.8% -$45.3K 1.01% 29
2020
Q1 		$4.92M Buy
+183,688
New +$5.85M 0.99% 31
2014
Q1 		– Sell
-143,757
Closed -$5.1M – 225
2013
Q4 		$5.1M Sell
143,757
-1,629
-1% -$56.3K 0.47% 107
2013
Q3 		$4.44M Buy
145,386
+849
+0.6% +$26.2K 0.43% 111
2013
Q2 		$4.48M Buy
+144,537
New +$4.35M 0.47% 93

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