Kovitz Investment Group Partners
TSI

Kovitz Investment Group Partners’s TCW Strategic Income Fund TSI Stock Holding History

Kovitz Investment Group Partners’s Portfolio TSI Stock Details TSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,357,667
Closed -$6.68M – 1250
2025
Q3 		$6.68M Sell
1,357,667
-118,480
-8% -$585K 0.03% 404
2025
Q2 		$7.21M Sell
1,476,147
-37,421
-2% -$183K 0.03% 375
2025
Q1 		$7.36M Sell
1,513,568
-124,228
-8% -$603K 0.04% 328
2024
Q4 		$7.88M Sell
1,637,796
-395,927
-19% -$1.99M 0.04% 319
2024
Q3 		$10.4M Buy
+2,033,723
New +$10.1M 0.07% 218
2017
Q3 		– Sell
-500,110
Closed -$2.82M – 162
2017
Q2 		$2.82M Hold
500,110
– – 0.15% 47
2017
Q1 		$2.7M Sell
500,110
-9,610
-2% -$52.2K 0.15% 55
2016
Q4 		$2.72M Buy
509,720
+15,290
+3% +$80.7K 0.16% 49
2016
Q3 		$2.62M Sell
494,430
-4,460
-0.9% -$24K 0.16% 61
2016
Q2 		$2.71M Sell
498,890
-1,660
-0.3% -$8.79K 0.19% 57
2016
Q1 		$2.61M Buy
+500,550
New +$2.6M 0.15% 60

Other funds holding TSI

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JWM
JP Wealth Management Mt. Pleasant, South Carolina $159M AUM 19.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

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

Kovitz Investment Group Partners sold out of TCW Strategic Income Fund (TSI) in Q4 2025, closing a stake of 1,357,667 shares — an estimated $6.68M sold.

Kovitz Investment Group Partners first reported a position in TSI in Q1 2016 and held it in 11 quarters. The position peaked at $10.4M in Q3 2024. 64 funds tracked by Wall St. Rank hold TSI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining TCW Strategic Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,357,667 TCW Strategic Income Fund shares in Q4 2025, an estimated $6.68M.
  • Kovitz Investment Group Partners first reported a position in TCW Strategic Income Fund in Q1 2016 and held it in 11 quarters.
  • Kovitz Investment Group Partners's TCW Strategic Income Fund position peaked at $10.4M in Q3 2024.
  • 64 funds tracked by Wall St. Rank held TCW Strategic Income Fund as of Q4 2025.

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