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
Q2 		$6.35M Sell
50,902
-2,733
-5% -$329K 0.88% 46
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 Buy
+131,014
New +$11M 1.59% 7
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Phocas Financial Corp's CVSA Position: Q2 2026 in Review

Phocas Financial Corp reduced its Covista Inc (CVSA) stake by 5.1% in Q2 2026, selling an estimated $329K and leaving 50,902 shares worth $6.35M. The position accounts for 0.88% of the portfolio, ranked #46.

Phocas Financial Corp first reported a position in CVSA in Q2 2013 and has held it in 13 quarters since. The position peaked at $19.5M in Q3 2025. 377 funds tracked by Wall St. Rank hold CVSA as of Q2 2026.

  • Phocas Financial Corp held 50,902 shares of Covista Inc worth $6.35M as of Q2 2026.
  • Phocas Financial Corp sold 2,733 Covista Inc shares in Q2 2026, an estimated $329K.
  • Covista Inc made up 0.88% of Phocas Financial Corp's portfolio in Q2 2026, its #46 holding.
  • Phocas Financial Corp first reported a position in Covista Inc in Q2 2013 and has held it in 13 quarters since.
  • Phocas Financial Corp's Covista Inc position peaked at $19.5M in Q3 2025.
  • 377 funds tracked by Wall St. Rank held Covista Inc as of Q2 2026.

Based on Phocas Financial Corp's 13F filing for Q2 2026, filed 31 Jul 2026.