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Sunbelt Securities’s Covenant Logistics CVLG Stock Holding History

Sunbelt Securities’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
Q1 		$2.77K Hold
102
– – ﹤0.01% 1839
2025
Q4 		$2.25K Hold
102
– – ﹤0.01% 1851
2025
Q3 		$2.21K Buy
+102
New +$2.44K ﹤0.01% 1839

Other funds holding CVLG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $842M AUM 27.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sunbelt Securities's CVLG Position: Q1 2026 in Review

Sunbelt Securities held its Covenant Logistics (CVLG) position steady in Q1 2026 at 102 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Sunbelt Securities first reported a position in CVLG in Q3 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold CVLG as of Q1 2026.

  • Sunbelt Securities held 102 shares of Covenant Logistics worth $2.77K as of Q1 2026.
  • Sunbelt Securities left its Covenant Logistics share count unchanged in Q1 2026.
  • Covenant Logistics made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1839 holding.
  • Sunbelt Securities first reported a position in Covenant Logistics in Q3 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held Covenant Logistics as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.