QCM
KAT

Quantinno Capital Management’s Scharf ETF KAT Stock Holding History

Quantinno Capital Management’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 		$3.02M Sell
55,838
-27,269
-33% -$1.5M ﹤0.01% 1628
2026
Q1 		$4.45M Buy
+83,107
New +$4.64M 0.01% 1194

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Quantinno Capital Management's KAT Position: Q2 2026 in Review

Quantinno Capital Management reduced its Scharf ETF (KAT) stake by 33% in Q2 2026, selling an estimated $1.5M and leaving 55,838 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Quantinno Capital Management first reported a position in KAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.45M in Q1 2026. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Quantinno Capital Management held 55,838 shares of Scharf ETF worth $3.02M as of Q2 2026.
  • Quantinno Capital Management sold 27,269 Scharf ETF shares in Q2 2026, an estimated $1.5M.
  • Scharf ETF made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #1628 holding.
  • Quantinno Capital Management first reported a position in Scharf ETF in Q1 2026 and has held it in 2 quarters since.
  • Quantinno Capital Management's Scharf ETF position peaked at $4.45M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.