Scharf Investments’s Scharf ETF KAT Stock Holding History

Scharf Investments’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	$239M	Sell	4,419,958 -139,324	-3%	-$7.67M	7.89%	1
2026 Q1	$244M	Sell	4,559,282 -141,768	-3%	-$7.91M	7.53%	1
2025 Q4	$259M	Sell	4,701,050 -396,667	-8%	-$21.7M	6.95%	1
2025 Q3	$287M	Buy	+5,097,717	New	+$281M	7.21%	1

Other funds holding KAT

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

Scharf Investments's KAT Position: Q2 2026 in Review

Scharf Investments reduced its Scharf ETF (KAT) stake by 3.1% in Q2 2026, selling an estimated $7.67M and leaving 4,419,958 shares worth $239M. The position accounts for 7.89% of the portfolio, ranked #1.

Scharf Investments first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $287M in Q3 2025. 4 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

Scharf Investments held 4,419,958 shares of Scharf ETF worth $239M as of Q2 2026.
Scharf Investments sold 139,324 Scharf ETF shares in Q2 2026, an estimated $7.67M.
Scharf ETF made up 7.89% of Scharf Investments's portfolio in Q2 2026, its #1 holding.
Scharf Investments first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
Scharf Investments's Scharf ETF position peaked at $287M in Q3 2025.
4 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Scharf Investments's 13F filing for Q2 2026, filed 13 Jul 2026.