Kovitz Investment Group Partners
SABA

Kovitz Investment Group Partners’s Saba Capital Income & Opportunities Fund II SABA Stock Holding History

Kovitz Investment Group Partners’s Portfolio SABA Stock Details SABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,018,968
Closed -$9.29M – 1148
2025
Q3 		$9.29M Buy
1,018,968
+78,829
+8% +$728K 0.04% 343
2025
Q2 		$8.64M Buy
940,139
+48,532
+5% +$420K 0.04% 342
2025
Q1 		$7.85M Buy
891,607
+134,310
+18% +$1.21M 0.04% 314
2024
Q4 		$6.86M Buy
757,297
+65,881
+10% +$575K 0.03% 336
2024
Q3 		$5.84M Buy
+691,416
New +$5.7M 0.04% 322

Other funds holding SABA

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Saba Capital Income & Opportunities Fund II (SABA) in Q4 2025, closing a stake of 1,018,968 shares — an estimated $9.29M sold.

Kovitz Investment Group Partners first reported a position in SABA in Q3 2024 and held it in 5 quarters. The position peaked at $9.29M in Q3 2025. 87 funds tracked by Wall St. Rank hold SABA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Saba Capital Income & Opportunities Fund II position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,018,968 Saba Capital Income & Opportunities Fund II shares in Q4 2025, an estimated $9.29M.
  • Kovitz Investment Group Partners first reported a position in Saba Capital Income & Opportunities Fund II in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Saba Capital Income & Opportunities Fund II position peaked at $9.29M in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Saba Capital Income & Opportunities Fund II as of Q4 2025.

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