Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s MidCap Financial Investment MFIC Stock Holding History

Kovitz Investment Group Partners’s Portfolio MFIC Stock Details MFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.38M Hold
109,666
– – 0.01% 718
2025
Q1 		$1.41M Buy
109,666
+50,000
+84% +$643K 0.01% 648
2024
Q4 		$805K Buy
59,666
+8,000
+15% +$108K ﹤0.01% 764
2024
Q3 		$692K Buy
+51,666
New +$692K ﹤0.01% 703