Private Client Services’s Covista Inc CVSA Stock Holding History

Private Client Services’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 Q3	$729K	Buy	5,964 +459	+8%	+$58.4K	0.2%	98
2026 Q2	$686K	Sell	5,505 -447	-8%	-$53.9K	0.18%	104
2026 Q1	$686K	Buy	5,952 +1,587	+36%	+$169K	0.21%	90
2025 Q4	$452K	Sell	4,365 -512	-10%	-$58.6K	0.14%	111
2025 Q3	$753K	Buy	4,877 +678	+16%	+$86.8K	0.25%	74
2025 Q2	$534K	Buy	+4,199	New	+$496K	0.21%	99

Other funds holding CVSA

WCM

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Private Client Services's CVSA Position: Q3 2026 in Review

Private Client Services increased its Covista Inc (CVSA) stake by 8.3% in Q3 2026, buying an estimated $58.4K and bringing the position to 5,964 shares worth $729K. The position accounts for 0.2% of the portfolio, ranked #98.

Private Client Services first reported a position in CVSA in Q2 2025 and has held it in 6 quarters since. The position peaked at $753K in Q3 2025. 17 funds tracked by Wall St. Rank hold CVSA as of Q3 2026.

Private Client Services held 5,964 shares of Covista Inc worth $729K as of Q3 2026.
Private Client Services bought 459 Covista Inc shares in Q3 2026, an estimated $58.4K.
Covista Inc made up 0.2% of Private Client Services's portfolio in Q3 2026, its #98 holding.
Private Client Services first reported a position in Covista Inc in Q2 2025 and has held it in 6 quarters since.
Private Client Services's Covista Inc position peaked at $753K in Q3 2025.
17 funds tracked by Wall St. Rank held Covista Inc as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.