IP
KAT

Intellectus Partners’s Scharf ETF KAT Stock Holding History

Intellectus Partners’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 		$11.2M Sell
207,937
-7,567
-4% -$417K 1.94% 8
2026
Q1 		$11.5M Sell
215,504
-7,215
-3% -$403K 2.36% 7
2025
Q4 		$12.2M Sell
222,719
-18,536
-8% -$1.02M 2.37% 7
2025
Q3 		$13.6M Buy
+241,255
New +$13.3M 2.63% 5

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Intellectus Partners's KAT Position: Q2 2026 in Review

Intellectus Partners reduced its Scharf ETF (KAT) stake by 3.5% in Q2 2026, selling an estimated $417K and leaving 207,937 shares worth $11.2M. The position accounts for 1.94% of the portfolio, ranked #8.

Intellectus Partners first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.6M in Q3 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Intellectus Partners held 207,937 shares of Scharf ETF worth $11.2M as of Q2 2026.
  • Intellectus Partners sold 7,567 Scharf ETF shares in Q2 2026, an estimated $417K.
  • Scharf ETF made up 1.94% of Intellectus Partners's portfolio in Q2 2026, its #8 holding.
  • Intellectus Partners first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • Intellectus Partners's Scharf ETF position peaked at $13.6M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.