GCA
KAT

Greenwood Capital Associates’s Scharf ETF KAT Stock Holding History

Greenwood Capital Associates’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 		$278K Buy
+5,145
New +$283K 0.03% 274

Other funds holding KAT

SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATS
Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Greenwood Capital Associates's KAT Position: Q2 2026 in Review

Greenwood Capital Associates opened a new position in Scharf ETF (KAT) in Q2 2026: 5,145 shares worth $278K. The stake represents 0.03% of the portfolio and ranks #274 among its holdings.

10 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Greenwood Capital Associates held 5,145 shares of Scharf ETF worth $278K as of Q2 2026.
  • Scharf ETF was a new Greenwood Capital Associates position in Q2 2026.
  • Scharf ETF made up 0.03% of Greenwood Capital Associates's portfolio in Q2 2026, its #274 holding.
  • 10 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.