SF
KAT

Summit Financial’s Scharf ETF KAT Stock Holding History

Summit Financial’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 		$403K Sell
7,458
-1,426
-16% -$78.5K ﹤0.01% 1183
2026
Q1 		$476K Sell
8,884
-1,068
-11% -$59.6K 0.01% 1016
2025
Q4 		$547K Sell
9,952
-1,392
-12% -$76.3K 0.01% 868
2025
Q3 		$638K Buy
+11,344
New +$626K 0.01% 804

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

Summit Financial's KAT Position: Q2 2026 in Review

Summit Financial reduced its Scharf ETF (KAT) stake by 16% in Q2 2026, selling an estimated $78.5K and leaving 7,458 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Summit Financial first reported a position in KAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $638K in Q3 2025. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Summit Financial held 7,458 shares of Scharf ETF worth $403K as of Q2 2026.
  • Summit Financial sold 1,426 Scharf ETF shares in Q2 2026, an estimated $78.5K.
  • Scharf ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1183 holding.
  • Summit Financial first reported a position in Scharf ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Scharf ETF position peaked at $638K in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.