AF
KAT

Allworth Financial’s Scharf ETF KAT Stock Holding History

Allworth Financial’s Portfolio KAT Stock Details KAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3K Hold
210
– – ﹤0.01% 3422
2025
Q4 		$11.6K Hold
210
– – ﹤0.01% 3168
2025
Q3 		$11.8K Buy
+210
New +$11.6K ﹤0.01% 3035

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $266M AUM 20.02% 1-Year Est. Return

Allworth Financial's KAT Position: Q1 2026 in Review

Allworth Financial held its Scharf ETF (KAT) position steady in Q1 2026 at 210 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

Allworth Financial first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.8K in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Allworth Financial held 210 shares of Scharf ETF worth $11.3K as of Q1 2026.
  • Allworth Financial left its Scharf ETF share count unchanged in Q1 2026.
  • Scharf ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3422 holding.
  • Allworth Financial first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's Scharf ETF position peaked at $11.8K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.