TAM
KAT

Tucker Asset Management’s Scharf ETF KAT Stock Holding History

Tucker Asset Management’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
-22
Closed -$1.21K – 1100
2025
Q4 		$1.21K Buy
+22
New +$1.21K ﹤0.01% 921

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
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
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $304M AUM 28.64% 1-Year Est. Return

Tucker Asset Management's KAT Position: Q1 2026 in Review

Tucker Asset Management sold out of Scharf ETF (KAT) in Q1 2026, closing a stake of 22 shares — an estimated $1.21K sold.

Tucker Asset Management first reported a position in KAT in Q4 2025 and held it in 1 quarter. The position peaked at $1.21K in Q4 2025. 41 funds tracked by Wall St. Rank hold KAT as of Q1 2026.

  • Tucker Asset Management reported no remaining Scharf ETF position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 22 Scharf ETF shares in Q1 2026, an estimated $1.21K.
  • Tucker Asset Management first reported a position in Scharf ETF in Q4 2025 and held it in 1 quarter.
  • Tucker Asset Management's Scharf ETF position peaked at $1.21K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Scharf ETF as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.