Catalyst Capital Advisors’s US Global Investors GROW Stock Holding History

Catalyst Capital Advisors’s Portfolio GROW Stock Details GROW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-49,500	Closed	-$136K	–	418
2025 Q3	$136K	Hold	49,500	–	–	﹤0.01%	262
2025 Q2	$128K	Hold	49,500	–	–	﹤0.01%	301
2025 Q1	$112K	Hold	49,500	–	–	﹤0.01%	293
2024 Q4	$121K	Hold	49,500	–	–	﹤0.01%	280
2024 Q3	$128K	Hold	49,500	–	–	﹤0.01%	259
2024 Q2	$129K	Hold	49,500	–	–	﹤0.01%	221
2024 Q1	$138K	Hold	49,500	–	–	﹤0.01%	210
2023 Q4	$140K	Hold	49,500	–	–	﹤0.01%	194
2023 Q3	$141K	Hold	49,500	–	–	﹤0.01%	205
2023 Q2	$151K	Hold	49,500	–	–	﹤0.01%	223
2023 Q1	$131K	Hold	49,500	–	–	﹤0.01%	208
2022 Q4	$143K	Hold	49,500	–	–	﹤0.01%	205
2022 Q3	$142K	Hold	49,500	–	–	0.01%	213
2022 Q2	$217K	Hold	49,500	–	–	0.01%	214
2022 Q1	$257K	Hold	49,500	–	–	0.01%	217
2021 Q4	$218K	Hold	49,500	–	–	0.01%	219
2021 Q3	$282K	Hold	49,500	–	–	0.01%	213
2021 Q2	$306K	Buy	+49,500	New	+$353K	0.02%	214

Other funds holding GROW

KWM

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

GCM

Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Catalyst Capital Advisors's GROW Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of US Global Investors (GROW) in Q4 2025, closing a stake of 49,500 shares — an estimated $136K sold.

Catalyst Capital Advisors first reported a position in GROW in Q2 2021 and held it in 18 quarters. The position peaked at $306K in Q2 2021. 31 funds tracked by Wall St. Rank hold GROW as of Q4 2025.

Catalyst Capital Advisors reported no remaining US Global Investors position as of Q4 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 49,500 US Global Investors shares in Q4 2025, an estimated $136K.
Catalyst Capital Advisors first reported a position in US Global Investors in Q2 2021 and held it in 18 quarters.
Catalyst Capital Advisors's US Global Investors position peaked at $306K in Q2 2021.
31 funds tracked by Wall St. Rank held US Global Investors as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.