Thrivent Financial for Lutherans
KAT

Thrivent Financial for Lutherans’s Scharf ETF KAT Stock Holding History

Thrivent Financial for Lutherans’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 		– Sell
-6,990
Closed -$384K – 2702
2025
Q4 		$384K Buy
+6,990
New +$383K ﹤0.01% 2342

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

Thrivent Financial for Lutherans's KAT Position: Q1 2026 in Review

Thrivent Financial for Lutherans sold out of Scharf ETF (KAT) in Q1 2026, closing a stake of 6,990 shares — an estimated $384K sold.

Thrivent Financial for Lutherans first reported a position in KAT in Q4 2025 and held it in 1 quarter. The position peaked at $384K in Q4 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Thrivent Financial for Lutherans reported no remaining Scharf ETF position as of Q1 2026 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 6,990 Scharf ETF shares in Q1 2026, an estimated $384K.
  • Thrivent Financial for Lutherans first reported a position in Scharf ETF in Q4 2025 and held it in 1 quarter.
  • Thrivent Financial for Lutherans's Scharf ETF position peaked at $384K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.