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KATKAT
4 quarters

Position history for FWFocus Partners Wealth's holdings in ADVISORS SER TR

Focus Partners Wealth holds 2.3M shares of KAT (ADVISORS SER TR), worth $126.1M as of 2026-Q2. The position was decreased (-6.8% shares). KAT represents 0.1% of Focus Partners Wealth's portfolio.

Current Value

$126.1M

Current Shares

2.3M

Total Value Change

+$6.9M

Total Shares Change

+213,949

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2.3M
-6.8%
$126.1M0.1%$54.06
0
2026-Q1
Decreased
2.5M
-5.7%
$134.1M0.1%$57.18
0
2025-Q4
Increased
2.7M
+25.3%
$146M0.2%$55.53
44
2025-Q3
New
2.1M
-
$119.2M0.2%$55.97
50

Other major holders of KAT: MORGAN STANLEY, SUSQUEHANNA INTERNATIONAL GROUP, LLP

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