Root Financial Partners
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Root Financial Partners’s Covista Inc CVSA Stock Holding History

Root Financial Partners’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 		$21.8K Buy
+178
New +$22.6K ﹤0.01% 1508
2026
Q2 		– Sell
-134
Closed -$15.4K – 620
2026
Q1 		$15.4K Buy
134
+42
+46% +$4.48K ﹤0.01% 1468
2025
Q4 		$9.5K Sell
92
-37
-29% -$4.24K ﹤0.01% 1513
2025
Q3 		$19.9K Buy
+129
New +$16.5K ﹤0.01% 1121

Other funds holding CVSA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's CVSA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Covista Inc (CVSA) in Q3 2026: 178 shares worth $21.8K. The stake represents ﹤0.01% of the portfolio and ranks #1508 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CVSA as recently as Q1 2026.

Root Financial Partners first reported a position in CVSA in Q3 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold CVSA as of Q3 2026.

  • Root Financial Partners held 178 shares of Covista Inc worth $21.8K as of Q3 2026.
  • Covista Inc was a new Root Financial Partners position in Q3 2026.
  • Covista Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1508 holding.
  • Root Financial Partners first reported a position in Covista Inc in Q3 2025 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Covista Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.