Focus Partners Wealth
KAT

Focus Partners Wealth’s Scharf ETF KAT Stock Holding History

Focus Partners Wealth’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 		$134M Sell
2,502,737
-152,026
-6% -$8.48M 0.15% 145
2025
Q4 		$146M Buy
2,654,763
+536,567
+25% +$29.4M 0.17% 123
2025
Q3 		$119M Buy
+2,118,196
New +$117M 0.19% 97

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Focus Partners Wealth's KAT Position: Q1 2026 in Review

Focus Partners Wealth reduced its Scharf ETF (KAT) stake by 5.7% in Q1 2026, selling an estimated $8.48M and leaving 2,502,737 shares worth $134M. The position accounts for 0.15% of the portfolio, ranked #145.

Focus Partners Wealth first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $146M in Q4 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Focus Partners Wealth held 2,502,737 shares of Scharf ETF worth $134M as of Q1 2026.
  • Focus Partners Wealth sold 152,026 Scharf ETF shares in Q1 2026, an estimated $8.48M.
  • Scharf ETF made up 0.15% of Focus Partners Wealth's portfolio in Q1 2026, its #145 holding.
  • Focus Partners Wealth first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Scharf ETF position peaked at $146M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.