Kovitz Investment Group Partners
PPT

Kovitz Investment Group Partners’s Franklin Premier Income Trust PPT Stock Holding History

Kovitz Investment Group Partners’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-170,449
Closed -$629K – 1100
2025
Q3 		$629K Buy
170,449
+14,400
+9% +$53K ﹤0.01% 960
2025
Q2 		$573K Buy
+156,049
New +$565K ﹤0.01% 939

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Franklin Premier Income Trust (PPT) in Q4 2025, closing a stake of 170,449 shares — an estimated $629K sold.

Kovitz Investment Group Partners first reported a position in PPT in Q2 2025 and held it in 2 quarters. The position peaked at $629K in Q3 2025. 107 funds tracked by Wall St. Rank hold PPT as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Franklin Premier Income Trust position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 170,449 Franklin Premier Income Trust shares in Q4 2025, an estimated $629K.
  • Kovitz Investment Group Partners first reported a position in Franklin Premier Income Trust in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Franklin Premier Income Trust position peaked at $629K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2025.

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