PNC Financial Services Group
KAT

PNC Financial Services Group’s Scharf ETF KAT Stock Holding History

PNC Financial Services Group’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 		$107K Sell
2,000
-1,546
-44% -$86.3K ﹤0.01% 2767
2025
Q4 		$195K Hold
3,546
– – ﹤0.01% 2331
2025
Q3 		$200K Buy
+3,546
New +$196K ﹤0.01% 2298

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

PNC Financial Services Group's KAT Position: Q1 2026 in Review

PNC Financial Services Group reduced its Scharf ETF (KAT) stake by 44% in Q1 2026, selling an estimated $86.3K and leaving 2,000 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

PNC Financial Services Group first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $200K in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • PNC Financial Services Group held 2,000 shares of Scharf ETF worth $107K as of Q1 2026.
  • PNC Financial Services Group sold 1,546 Scharf ETF shares in Q1 2026, an estimated $86.3K.
  • Scharf ETF made up ﹤0.01% of PNC Financial Services Group's portfolio in Q1 2026, its #2767 holding.
  • PNC Financial Services Group first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • PNC Financial Services Group's Scharf ETF position peaked at $200K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on PNC Financial Services Group's 13F filing for Q1 2026, filed 8 May 2026.