Prestige Wealth Management Group’s Covenant Logistics CVLG Stock Holding History

Prestige Wealth Management Group’s Portfolio CVLG Stock Details CVLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61.9K	Hold	1,400	–	–	0.01%	245
2026 Q1	$38K	Hold	1,400	–	–	0.01%	276
2025 Q4	$30.9K	Hold	1,400	–	–	0.01%	307
2025 Q3	$30.3K	Hold	1,400	–	–	0.01%	318
2025 Q2	$33.8K	Hold	1,400	–	–	0.01%	298
2025 Q1	$31.1K	Hold	1,400	–	–	0.01%	302
2024 Q4	$38.2K	Hold	1,400	–	–	0.01%	287
2024 Q3	$37K	Hold	1,400	–	–	0.01%	274
2024 Q2	$34.5K	Hold	1,400	–	–	0.01%	262
2024 Q1	$32.5K	Hold	1,400	–	–	0.01%	293
2023 Q4	$32.2K	Hold	1,400	–	–	0.01%	288
2023 Q3	$30.7K	Hold	1,400	–	–	0.01%	283
2023 Q2	$30.7K	Hold	1,400	–	–	0.01%	312
2023 Q1	$24.8K	Hold	1,400	–	–	0.01%	311
2022 Q4	$24.2K	Hold	1,400	–	–	0.01%	327
2022 Q3	$20K	Hold	1,400	–	–	0.01%	315
2022 Q2	$18K	Hold	1,400	–	–	﹤0.01%	344
2022 Q1	$15K	Hold	1,400	–	–	﹤0.01%	391
2021 Q4	$19K	Hold	1,400	–	–	﹤0.01%	384
2021 Q3	$19K	Hold	1,400	–	–	﹤0.01%	381
2021 Q2	$14K	Hold	1,400	–	–	﹤0.01%	408
2021 Q1	$14K	Hold	1,400	–	–	﹤0.01%	404
2020 Q4	$10K	Hold	1,400	–	–	﹤0.01%	457
2020 Q3	$12K	Hold	1,400	–	–	﹤0.01%	414
2020 Q2	$10K	Hold	1,400	–	–	﹤0.01%	425
2020 Q1	$6K	Hold	1,400	–	–	﹤0.01%	461
2019 Q4	$9K	Hold	1,400	–	–	﹤0.01%	356
2019 Q3	$12K	Hold	1,400	–	–	0.01%	326
2019 Q2	$10K	Hold	1,400	–	–	0.01%	325
2019 Q1	$13K	Hold	1,400	–	–	0.01%	316
2018 Q4	$13K	Buy	+1,400	New	+$16.4K	0.01%	389

Other funds holding CVLG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

PAMG

Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Prestige Wealth Management Group's CVLG Position: Q2 2026 in Review

Prestige Wealth Management Group held its Covenant Logistics (CVLG) position steady in Q2 2026 at 1,400 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #245.

Prestige Wealth Management Group first reported a position in CVLG in Q4 2018 and has held it in 31 quarters since. 184 funds tracked by Wall St. Rank hold CVLG as of Q2 2026.

Prestige Wealth Management Group held 1,400 shares of Covenant Logistics worth $61.9K as of Q2 2026.
Prestige Wealth Management Group left its Covenant Logistics share count unchanged in Q2 2026.
Covenant Logistics made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #245 holding.
Prestige Wealth Management Group first reported a position in Covenant Logistics in Q4 2018 and has held it in 31 quarters since.
184 funds tracked by Wall St. Rank held Covenant Logistics as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.