Kovitz Investment Group Partners
PMO

Kovitz Investment Group Partners’s Franklin Municipal Opportunities Trust PMO Stock Holding History

Kovitz Investment Group Partners’s Portfolio PMO Stock Details PMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32,000
Closed -$331K – 1091
2025
Q3 		$331K Hold
32,000
– – ﹤0.01% 1166
2025
Q2 		$316K Hold
32,000
– – ﹤0.01% 1124
2025
Q1 		$326K Hold
32,000
– – ﹤0.01% 1027
2024
Q4 		$324K Hold
32,000
– – ﹤0.01% 1023
2024
Q3 		$349K Buy
+32,000
New +$336K ﹤0.01% 834

Other funds holding PMO

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Franklin Municipal Opportunities Trust (PMO) in Q4 2025, closing a stake of 32,000 shares — an estimated $331K sold.

Kovitz Investment Group Partners first reported a position in PMO in Q3 2024 and held it in 5 quarters. The position peaked at $349K in Q3 2024. 88 funds tracked by Wall St. Rank hold PMO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Franklin Municipal Opportunities Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 32,000 Franklin Municipal Opportunities Trust shares in Q4 2025, an estimated $331K.
  • Kovitz Investment Group Partners first reported a position in Franklin Municipal Opportunities Trust in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Franklin Municipal Opportunities Trust position peaked at $349K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Franklin Municipal Opportunities Trust as of Q4 2025.

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