Empirical Wealth Management
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Empirical Wealth Management’s Scharf ETF KAT Stock Holding History

Empirical Wealth Management’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 		$1.97M Sell
35,012
-17,027
-33% -$975K 0.03% 291
2026
Q2 		$2.81M Sell
52,039
-23,425
-31% -$1.29M 0.04% 227
2026
Q1 		$4.04M Sell
75,464
-43,790
-37% -$2.44M 0.07% 171
2025
Q4 		$6.56M Buy
+119,254
New +$6.53M 0.12% 121

Other funds holding KAT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
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
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Empirical Wealth Management's KAT Position: Q3 2026 in Review

Empirical Wealth Management reduced its Scharf ETF (KAT) stake by 33% in Q3 2026, selling an estimated $975K and leaving 35,012 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #291.

Empirical Wealth Management first reported a position in KAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.56M in Q4 2025. 18 funds tracked by Wall St. Rank hold KAT as of Q3 2026.

  • Empirical Wealth Management held 35,012 shares of Scharf ETF worth $1.97M as of Q3 2026.
  • Empirical Wealth Management sold 17,027 Scharf ETF shares in Q3 2026, an estimated $975K.
  • Scharf ETF made up 0.03% of Empirical Wealth Management's portfolio in Q3 2026, its #291 holding.
  • Empirical Wealth Management first reported a position in Scharf ETF in Q4 2025 and has held it in 4 quarters since.
  • Empirical Wealth Management's Scharf ETF position peaked at $6.56M in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Scharf ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.