CUSIP 00770X212SCHARF GLOBALGKATQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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9 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Scharf Investments, LLC | 2.66M | $108.88M | +170.7K | Added |
| 2 | Citadel Advisors LLC | 42.0K | $1.72M | +42.0K | New |
| 3 | Focus Partners Wealth | 20.2K | $827.7K | −342 | Reduced |
| 4 | Roehl & Yi Investment Advisors, LLC | 18.5K | $758.0K |
| +18.5K |
| New Position |
| 5 | Litman Gregory Wealth Management LLC | 5.3K | $217.0K | 0 | Held |
| 6 | Farther Finance Advisors, LLC | 1.8K | $71.6K | +1.8K | New |
| 7 | Cibc Private Wealth Group LLC | 1.7K | $68.5K | 0 | Held |
| 8 | Ubs Group AG | 575 | $23.5K | −30.8K | Reduced |
| 9 | Virtu Financial LLC | 18.0K | $737 | −17.9K | Reduced |