Kovitz Investment Group Partners
LONZ icon

Kovitz Investment Group Partners’s PIMCO Senior Loan Active Exchange-Traded Fund LONZ Stock Holding History

Kovitz Investment Group Partners’s Portfolio LONZ Stock Details LONZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-146,248
Closed -$7.47M – 953
2025
Q3 		$7.47M Buy
146,248
+18,206
+14% +$927K 0.03% 381
2025
Q2 		$6.53M Buy
+128,042
New +$6.44M 0.03% 392

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State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
FWP
Flatrock Wealth Partners Newport Beach, California $255M AUM
CAP
Cordoba Advisory Partners New York $472M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) in Q4 2025, closing a stake of 146,248 shares — an estimated $7.47M sold.

Kovitz Investment Group Partners first reported a position in LONZ in Q2 2025 and held it in 2 quarters. The position peaked at $7.47M in Q3 2025. 63 funds tracked by Wall St. Rank hold LONZ as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining PIMCO Senior Loan Active Exchange-Traded Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 146,248 PIMCO Senior Loan Active Exchange-Traded Fund shares in Q4 2025, an estimated $7.47M.
  • Kovitz Investment Group Partners first reported a position in PIMCO Senior Loan Active Exchange-Traded Fund in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's PIMCO Senior Loan Active Exchange-Traded Fund position peaked at $7.47M in Q3 2025.
  • 63 funds tracked by Wall St. Rank held PIMCO Senior Loan Active Exchange-Traded Fund as of Q4 2025.

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