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Atria Investments’s Cathay General Bancorp CATY Stock Holding History

Atria Investments’s Portfolio CATY Stock Details CATY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,968
Closed -$239K – 2037
2025
Q3 		$239K Buy
4,968
+3
+0.1% +$144 ﹤0.01% 1849
2025
Q2 		$226K Buy
4,965
+231
+5% +$9.81K ﹤0.01% 1854
2025
Q1 		$204K Buy
+4,734
New +$217K ﹤0.01% 1815

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atria Investments's CATY Position: Q4 2025 in Review

Atria Investments sold out of Cathay General Bancorp (CATY) in Q4 2025, closing a stake of 4,968 shares — an estimated $239K sold.

Atria Investments first reported a position in CATY in Q1 2025 and held it in 3 quarters. The position peaked at $239K in Q3 2025. 269 funds tracked by Wall St. Rank hold CATY as of Q4 2025.

  • Atria Investments reported no remaining Cathay General Bancorp position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 4,968 Cathay General Bancorp shares in Q4 2025, an estimated $239K.
  • Atria Investments first reported a position in Cathay General Bancorp in Q1 2025 and held it in 3 quarters.
  • Atria Investments's Cathay General Bancorp position peaked at $239K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.