Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

Kovitz Investment Group Partners’s Portfolio CII Stock Details CII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-94,588
Closed -$2.18M – 601
2025
Q3 		$2.18M Sell
94,588
-180,102
-66% -$3.96M 0.01% 646
2025
Q2 		$5.86M Sell
274,690
-323,943
-54% -$6.27M 0.03% 419
2025
Q1 		$11.1M Sell
598,633
-255,757
-30% -$5.12M 0.06% 251
2024
Q4 		$17.2M Buy
+854,390
New +$17M 0.08% 196

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Kovitz Investment Group Partners's CII Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of BlackRock Enhanced Captial and Income Fund (CII) in Q4 2025, closing a stake of 94,588 shares — an estimated $2.18M sold.

Kovitz Investment Group Partners first reported a position in CII in Q4 2024 and held it in 4 quarters. The position peaked at $17.2M in Q4 2024. 110 funds tracked by Wall St. Rank hold CII as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining BlackRock Enhanced Captial and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 94,588 BlackRock Enhanced Captial and Income Fund shares in Q4 2025, an estimated $2.18M.
  • Kovitz Investment Group Partners first reported a position in BlackRock Enhanced Captial and Income Fund in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's BlackRock Enhanced Captial and Income Fund position peaked at $17.2M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held BlackRock Enhanced Captial and Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.