Kovitz Investment Group Partners’s State Street Global Allocation ETF GAL Stock Holding History

Kovitz Investment Group Partners’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,164	Closed	-$548K	–	782
2025 Q3	$548K	Buy	11,164 +54	+0.5%	+$2.59K	﹤0.01%	1003
2025 Q2	$522K	Buy	11,110 +71	+0.6%	+$3.21K	﹤0.01%	955
2025 Q1	$495K	Buy	11,039 +77	+0.7%	+$3.47K	﹤0.01%	907
2024 Q4	$484K	Buy	10,962 +113	+1%	+$5.11K	﹤0.01%	903
2024 Q3	$462K	Buy	+10,849	New	+$479K	﹤0.01%	767

Other funds holding GAL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

MWM

Manske Wealth Management Houston, Texas $357M AUM 20.31% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

PAYA

Phil A. Younker & Associates Fairbanks, Alaska $150M AUM 9.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of State Street Global Allocation ETF (GAL) in Q4 2025, closing a stake of 11,164 shares — an estimated $548K sold.

Kovitz Investment Group Partners first reported a position in GAL in Q3 2024 and held it in 5 quarters. The position peaked at $548K in Q3 2025. 67 funds tracked by Wall St. Rank hold GAL as of Q4 2025.

Kovitz Investment Group Partners reported no remaining State Street Global Allocation ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 11,164 State Street Global Allocation ETF shares in Q4 2025, an estimated $548K.
Kovitz Investment Group Partners first reported a position in State Street Global Allocation ETF in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's State Street Global Allocation ETF position peaked at $548K in Q3 2025.
67 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q4 2025.

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