Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Fidelity Value Factor ETF FVAL Stock Holding History

Kovitz Investment Group Partners’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,400
Closed -$234K – 777
2025
Q3 		$234K Sell
3,400
-100
-3% -$6.63K ﹤0.01% 1296
2025
Q2 		$224K Buy
+3,500
New +$209K ﹤0.01% 1241

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MFG
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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Fidelity Value Factor ETF (FVAL) in Q4 2025, closing a stake of 3,400 shares — an estimated $234K sold.

Kovitz Investment Group Partners first reported a position in FVAL in Q2 2025 and held it in 2 quarters. The position peaked at $234K in Q3 2025. 145 funds tracked by Wall St. Rank hold FVAL as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Fidelity Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,400 Fidelity Value Factor ETF shares in Q4 2025, an estimated $234K.
  • Kovitz Investment Group Partners first reported a position in Fidelity Value Factor ETF in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Fidelity Value Factor ETF position peaked at $234K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q4 2025.

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