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
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 $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

Sanctuary Advisors's KAT Position: Q1 2026 in Review

Sanctuary Advisors opened a new position in Scharf ETF (KAT) in Q1 2026: 49,597 shares worth $2.66M. The stake represents 0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in KAT as recently as Q3 2025.

Sanctuary Advisors first reported a position in KAT in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.8M in Q3 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Sanctuary Advisors held 49,597 shares of Scharf ETF worth $2.66M as of Q1 2026.
  • Scharf ETF was a new Sanctuary Advisors position in Q1 2026.
  • Scharf ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #803 holding.
  • Sanctuary Advisors first reported a position in Scharf ETF in Q3 2025 and has held it in 2 quarters since.
  • Sanctuary Advisors's Scharf ETF position peaked at $4.8M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.