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
Q2 		– Sell
-2,000
Closed -$107K – 5381
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 $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

PNC Financial Services Group's KAT Position: Q2 2026 in Review

PNC Financial Services Group sold out of Scharf ETF (KAT) in Q2 2026, closing a stake of 2,000 shares — an estimated $107K sold.

PNC Financial Services Group first reported a position in KAT in Q3 2025 and held it in 3 quarters. The position peaked at $200K in Q3 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • PNC Financial Services Group reported no remaining Scharf ETF position as of Q2 2026 after selling out during the quarter.
  • PNC Financial Services Group sold 2,000 Scharf ETF shares in Q2 2026, an estimated $107K.
  • PNC Financial Services Group first reported a position in Scharf ETF in Q3 2025 and held it in 3 quarters.
  • PNC Financial Services Group's Scharf ETF position peaked at $200K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on PNC Financial Services Group's 13F filing for Q2 2026, filed 7 Aug 2026.