Scharf Investments’s Suncoast Select Growth ETF SEMG Stock Holding History

Scharf Investments’s Portfolio SEMG Stock Details SEMG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-14,770	Closed	-$405K	–	80
2025 Q4	$405K	Buy	+14,770	New	+$399K	0.01%	68

Other funds holding SEMG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEM

Suncoast Equity Management Tampa, Florida $833M AUM 11.9% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scharf Investments's SEMG Position: Q1 2026 in Review

Scharf Investments sold out of Suncoast Select Growth ETF (SEMG) in Q1 2026, closing a stake of 14,770 shares — an estimated $405K sold.

Scharf Investments first reported a position in SEMG in Q4 2025 and held it in 1 quarter. The position peaked at $405K in Q4 2025. 8 funds tracked by Wall St. Rank hold SEMG as of Q1 2026.

Scharf Investments reported no remaining Suncoast Select Growth ETF position as of Q1 2026 after selling out during the quarter.
Scharf Investments sold 14,770 Suncoast Select Growth ETF shares in Q1 2026, an estimated $405K.
Scharf Investments first reported a position in Suncoast Select Growth ETF in Q4 2025 and held it in 1 quarter.
Scharf Investments's Suncoast Select Growth ETF position peaked at $405K in Q4 2025.
8 funds tracked by Wall St. Rank held Suncoast Select Growth ETF as of Q1 2026.

Based on Scharf Investments's 13F filing for Q1 2026, filed 13 Apr 2026.