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
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 $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

Summit Trail Advisors's KAT Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Scharf ETF (KAT) in Q1 2026: 6,545 shares worth $351K. The stake represents 0.01% of the portfolio and ranks #1270 among its holdings.

41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Summit Trail Advisors held 6,545 shares of Scharf ETF worth $351K as of Q1 2026.
  • Scharf ETF was a new Summit Trail Advisors position in Q1 2026.
  • Scharf ETF made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1270 holding.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.