Kovitz Investment Group Partners
FT

Kovitz Investment Group Partners’s Franklin Universal Trust FT Stock Holding History

Kovitz Investment Group Partners’s Portfolio FT Stock Details FT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,463
Closed -$197K – 768
2025
Q3 		$197K Buy
24,463
+2,375
+11% +$18.7K ﹤0.01% 1341
2025
Q2 		$168K Buy
22,088
+609
+3% +$4.51K ﹤0.01% 1297
2025
Q1 		$162K Buy
+21,479
New +$161K ﹤0.01% 1191

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UCI
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IWC
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Kovitz Investment Group Partners's FT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Franklin Universal Trust (FT) in Q4 2025, closing a stake of 24,463 shares — an estimated $197K sold.

Kovitz Investment Group Partners first reported a position in FT in Q1 2025 and held it in 3 quarters. The position peaked at $197K in Q3 2025. 54 funds tracked by Wall St. Rank hold FT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Franklin Universal Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 24,463 Franklin Universal Trust shares in Q4 2025, an estimated $197K.
  • Kovitz Investment Group Partners first reported a position in Franklin Universal Trust in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Franklin Universal Trust position peaked at $197K in Q3 2025.
  • 54 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2025.

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