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
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 $89.9B AUM 20.5% 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

MGO One Seven's KAT Position: Q1 2026 in Review

MGO One Seven reduced its Scharf ETF (KAT) stake by 15% in Q1 2026, selling an estimated $79.6K and leaving 7,871 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #980.

MGO One Seven first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $594K in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • MGO One Seven held 7,871 shares of Scharf ETF worth $422K as of Q1 2026.
  • MGO One Seven sold 1,427 Scharf ETF shares in Q1 2026, an estimated $79.6K.
  • Scharf ETF made up 0.01% of MGO One Seven's portfolio in Q1 2026, its #980 holding.
  • MGO One Seven first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • MGO One Seven's Scharf ETF position peaked at $594K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.