MOS
KAT

MGO One Seven’s Scharf ETF KAT Stock Holding History

MGO One Seven’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 		$418K Sell
7,727
-144
-2% -$7.93K 0.01% 1063
2026
Q1 		$422K Sell
7,871
-1,427
-15% -$79.6K 0.01% 980
2025
Q4 		$511K Sell
9,298
-1,249
-12% -$68.4K 0.01% 863
2025
Q3 		$594K Buy
+10,547
New +$582K 0.01% 757

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
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 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

MGO One Seven's KAT Position: Q2 2026 in Review

MGO One Seven reduced its Scharf ETF (KAT) stake by 1.8% in Q2 2026, selling an estimated $7.93K and leaving 7,727 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #1063.

MGO One Seven first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $594K in Q3 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • MGO One Seven held 7,727 shares of Scharf ETF worth $418K as of Q2 2026.
  • MGO One Seven sold 144 Scharf ETF shares in Q2 2026, an estimated $7.93K.
  • Scharf ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1063 holding.
  • MGO One Seven first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • MGO One Seven's Scharf ETF position peaked at $594K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.