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 Q2	$3.86M	Buy	+138,184	New	+$3.77M	0.52%	18

Other funds holding EQTY

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Permanent Capital Management's EQTY Position: Q2 2026 in Review

Permanent Capital Management opened a new position in Kovitz Core Equity ETF (EQTY) in Q2 2026: 138,184 shares worth $3.86M. The stake represents 0.52% of the portfolio and ranks #18 among its holdings.

16 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

Permanent Capital Management held 138,184 shares of Kovitz Core Equity ETF worth $3.86M as of Q2 2026.
Kovitz Core Equity ETF was a new Permanent Capital Management position in Q2 2026.
Kovitz Core Equity ETF made up 0.52% of Permanent Capital Management's portfolio in Q2 2026, its #18 holding.
16 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.