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
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 $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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors's KAT Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Scharf ETF (KAT) stake by 7.4% in Q1 2026, selling an estimated $769K and leaving 173,579 shares worth $9.3M. The position accounts for 0.02% of the portfolio, ranked #645.

Cambridge Investment Research Advisors first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $11M in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Cambridge Investment Research Advisors held 173,579 shares of Scharf ETF worth $9.3M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 13,783 Scharf ETF shares in Q1 2026, an estimated $769K.
  • Scharf ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #645 holding.
  • Cambridge Investment Research Advisors first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's Scharf ETF position peaked at $11M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.