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Pinnacle Bancorp’s Scharf ETF KAT Stock Holding History

Pinnacle Bancorp’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 		$124K Hold
2,296
– – 0.03% 310
2026
Q1 		$123K Hold
2,296
– – 0.04% 302
2025
Q4 		$126K Buy
+2,296
New +$126K 0.04% 294

Other funds holding KAT

Scharf Investments
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
Quantinno Capital Management
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

Pinnacle Bancorp's KAT Position: Q2 2026 in Review

Pinnacle Bancorp held its Scharf ETF (KAT) position steady in Q2 2026 at 2,296 shares worth $124K. The position accounts for 0.03% of the portfolio, ranked #310.

Pinnacle Bancorp first reported a position in KAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $126K in Q4 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Pinnacle Bancorp held 2,296 shares of Scharf ETF worth $124K as of Q2 2026.
  • Pinnacle Bancorp left its Scharf ETF share count unchanged in Q2 2026.
  • Scharf ETF made up 0.03% of Pinnacle Bancorp's portfolio in Q2 2026, its #310 holding.
  • Pinnacle Bancorp first reported a position in Scharf ETF in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Bancorp's Scharf ETF position peaked at $126K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.