Cambridge Investment Research Advisors
KAT

Cambridge Investment Research Advisors’s Scharf ETF KAT Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		$8.94M Sell
165,380
-8,199
-5% -$451K 0.02% 732
2026
Q1 		$9.3M Sell
173,579
-13,783
-7% -$769K 0.02% 645
2025
Q4 		$10.3M Sell
187,362
-7,912
-4% -$434K 0.03% 570
2025
Q3 		$11M Buy
+195,274
New +$10.8M 0.03% 528

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 $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RYIA
Roehl & Yi Investment Advisors Eugene, Oregon $304M AUM 28.64% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Cambridge Investment Research Advisors's KAT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Scharf ETF (KAT) stake by 4.7% in Q2 2026, selling an estimated $451K and leaving 165,380 shares worth $8.94M. The position accounts for 0.02% of the portfolio, ranked #732.

Cambridge Investment Research Advisors first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $11M in Q3 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Cambridge Investment Research Advisors held 165,380 shares of Scharf ETF worth $8.94M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 8,199 Scharf ETF shares in Q2 2026, an estimated $451K.
  • Scharf ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #732 holding.
  • Cambridge Investment Research Advisors first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • Cambridge Investment Research Advisors's Scharf ETF position peaked at $11M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.