STA
KAT

Summit Trail Advisors’s Scharf ETF KAT Stock Holding History

Summit Trail 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 		– Sell
-6,545
Closed -$351K – 1518
2026
Q1 		$351K Buy
+6,545
New +$365K 0.01% 1270

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 Trail Advisors's KAT Position: Q2 2026 in Review

Summit Trail Advisors sold out of Scharf ETF (KAT) in Q2 2026, closing a stake of 6,545 shares — an estimated $351K sold.

Summit Trail Advisors first reported a position in KAT in Q1 2026 and held it in 1 quarter. The position peaked at $351K in Q1 2026. 37 funds tracked by Wall St. Rank hold KAT as of Q2 2026.

  • Summit Trail Advisors reported no remaining Scharf ETF position as of Q2 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 6,545 Scharf ETF shares in Q2 2026, an estimated $351K.
  • Summit Trail Advisors first reported a position in Scharf ETF in Q1 2026 and held it in 1 quarter.
  • Summit Trail Advisors's Scharf ETF position peaked at $351K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Scharf ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.