Kovitz Investment Group Partners
PHD

Kovitz Investment Group Partners’s Pioneer Floating Rate Fund PHD Stock Holding History

Kovitz Investment Group Partners’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-360,129
Closed -$3.59M – 1076
2025
Q3 		$3.59M Buy
360,129
+216,044
+150% +$2.14M 0.01% 524
2025
Q2 		$1.41M Buy
+144,085
New +$1.37M 0.01% 714

Other funds holding PHD

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Pioneer Floating Rate Fund (PHD) in Q4 2025, closing a stake of 360,129 shares — an estimated $3.59M sold.

Kovitz Investment Group Partners first reported a position in PHD in Q2 2025 and held it in 2 quarters. The position peaked at $3.59M in Q3 2025. 0 funds tracked by Wall St. Rank hold PHD as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Pioneer Floating Rate Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 360,129 Pioneer Floating Rate Fund shares in Q4 2025, an estimated $3.59M.
  • Kovitz Investment Group Partners first reported a position in Pioneer Floating Rate Fund in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Pioneer Floating Rate Fund position peaked at $3.59M in Q3 2025.
  • 0 funds tracked by Wall St. Rank held Pioneer Floating Rate Fund as of Q4 2025.

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