SA
KAT

Sanctuary Advisors’s Scharf ETF KAT Stock Holding History

Sanctuary Advisors’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 		$2.68M Hold
49,597
– – 0.01% 889
2026
Q1 		$2.66M Buy
+49,597
New +$2.77M 0.01% 803
2025
Q4 		– Sell
-85,316
Closed -$4.8M – 2601
2025
Q3 		$4.8M Buy
+85,316
New +$4.71M 0.03% 548

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

Sanctuary Advisors's KAT Position: Q2 2026 in Review

Sanctuary Advisors held its Scharf ETF (KAT) position steady in Q2 2026 at 49,597 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #889.

Sanctuary Advisors first reported a position in KAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.8M in Q3 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Sanctuary Advisors held 49,597 shares of Scharf ETF worth $2.68M as of Q2 2026.
  • Sanctuary Advisors left its Scharf ETF share count unchanged in Q2 2026.
  • Scharf ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #889 holding.
  • Sanctuary Advisors first reported a position in Scharf ETF in Q3 2025 and has held it in 3 quarters since.
  • Sanctuary Advisors's Scharf ETF position peaked at $4.8M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.