Kovitz Investment Group Partners
TOGA

Kovitz Investment Group Partners’s Tremblant Global ETF TOGA Stock Holding History

Kovitz Investment Group Partners’s Portfolio TOGA Stock Details TOGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-46,524
Closed -$1.66M – 1385
2025
Q3 		$1.66M Sell
46,524
-584
-1% -$20.4K 0.01% 709
2025
Q2 		$1.63M Sell
47,108
-2,404
-5% -$74.8K 0.01% 687
2025
Q1 		$1.44M Buy
+49,512
New +$1.52M 0.01% 646

Other funds holding TOGA

TA
TRB Advisors New York $233M AUM 14.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of Tremblant Global ETF (TOGA) in Q4 2025, closing a stake of 46,524 shares — an estimated $1.66M sold.

Kovitz Investment Group Partners first reported a position in TOGA in Q1 2025 and held it in 3 quarters. The position peaked at $1.66M in Q3 2025. 13 funds tracked by Wall St. Rank hold TOGA as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Tremblant Global ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 46,524 Tremblant Global ETF shares in Q4 2025, an estimated $1.66M.
  • Kovitz Investment Group Partners first reported a position in Tremblant Global ETF in Q1 2025 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Tremblant Global ETF position peaked at $1.66M in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Tremblant Global ETF as of Q4 2025.

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