AssetMark Inc
KAT icon

AssetMark Inc’s Scharf ETF KAT Stock Holding History

AssetMark Inc’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
Q3 		$9.07K Hold
161
– – ﹤0.01% 2547
2026
Q2 		$8.7K Hold
161
– – ﹤0.01% 2504
2026
Q1 		$8.63K Hold
161
– – ﹤0.01% 2365
2025
Q4 		$8.86K Sell
161
-85
-35% -$4.66K ﹤0.01% 2253
2025
Q3 		$13.8K Buy
+246
New +$13.6K ﹤0.01% 2025

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Ashton Thomas Private Wealth
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Creative Planning
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
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Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Greenwood Capital Associates
Greenwood Capital Associates Greenwood, South Carolina $1.03B AUM 20.87% 1-Year Est. Return

AssetMark Inc's KAT Position: Q3 2026 in Review

AssetMark Inc held its Scharf ETF (KAT) position steady in Q3 2026 at 161 shares worth $9.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

AssetMark Inc first reported a position in KAT in Q3 2025 and has held it in 5 quarters since. The position peaked at $13.8K in Q3 2025. 18 funds tracked by Wall St. Rank hold KAT as of Q3 2026.

  • AssetMark Inc held 161 shares of Scharf ETF worth $9.07K as of Q3 2026.
  • AssetMark Inc left its Scharf ETF share count unchanged in Q3 2026.
  • Scharf ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2547 holding.
  • AssetMark Inc first reported a position in Scharf ETF in Q3 2025 and has held it in 5 quarters since.
  • AssetMark Inc's Scharf ETF position peaked at $13.8K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Scharf ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.