Kovitz Investment Group Partners
PRVS

Kovitz Investment Group Partners’s Parnassus Value Select ETF PRVS Stock Holding History

Kovitz Investment Group Partners’s Portfolio PRVS Stock Details PRVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-95,761
Closed -$2.55M – 1396
2025
Q3 		$2.55M Sell
95,761
-1,154
-1% -$29.8K 0.01% 592
2025
Q2 		$2.41M Hold
96,915
– – 0.01% 586
2025
Q1 		$2.27M Buy
+96,915
New +$2.36M 0.01% 555

Other funds holding PRVS

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QA
Quattro Advisors Pittsburgh, Pennsylvania $115M AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SG
Sankala Group Lyons, Colorado $122M AUM

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

Kovitz Investment Group Partners sold out of Parnassus Value Select ETF (PRVS) in Q4 2025, closing a stake of 95,761 shares — an estimated $2.55M sold.

Kovitz Investment Group Partners first reported a position in PRVS in Q1 2025 and held it in 3 quarters. The position peaked at $2.55M in Q3 2025. 13 funds tracked by Wall St. Rank hold PRVS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Parnassus Value Select ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 95,761 Parnassus Value Select ETF shares in Q4 2025, an estimated $2.55M.
  • Kovitz Investment Group Partners first reported a position in Parnassus Value Select ETF in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Parnassus Value Select ETF position peaked at $2.55M in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Parnassus Value Select ETF as of Q4 2025.

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