Permanent Capital Management
EQTY icon

Permanent Capital Management’s Kovitz Core Equity ETF EQTY Stock Holding History

Permanent Capital Management’s Portfolio EQTY Stock Details EQTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.4M Buy
391,381
+253,197
+183% +$7.39M 0.35% 14
2026
Q2 		$3.86M Buy
+138,184
New +$3.77M 0.52% 18

Other funds holding EQTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Delta Wealth Advisors
Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
EAM
Eukles Asset Management Cincinnati, Ohio $250M AUM 16.01% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $378M AUM 15.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Permanent Capital Management's EQTY Position: Q3 2026 in Review

Permanent Capital Management increased its Kovitz Core Equity ETF (EQTY) stake by 183% in Q3 2026, buying an estimated $7.39M and bringing the position to 391,381 shares worth $11.4M. The position accounts for 0.35% of the portfolio, ranked #14.

Permanent Capital Management first reported a position in EQTY in Q2 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold EQTY as of Q3 2026.

  • Permanent Capital Management held 391,381 shares of Kovitz Core Equity ETF worth $11.4M as of Q3 2026.
  • Permanent Capital Management bought 253,197 Kovitz Core Equity ETF shares in Q3 2026, an estimated $7.39M.
  • Kovitz Core Equity ETF made up 0.35% of Permanent Capital Management's portfolio in Q3 2026, its #14 holding.
  • Permanent Capital Management first reported a position in Kovitz Core Equity ETF in Q2 2026 and has held it in 2 quarters since.
  • 11 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q3 2026.

Based on Permanent Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.