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CBIZ Investment Advisory Services’s Cathay General Bancorp CATY Stock Holding History

CBIZ Investment Advisory Services’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
2026
Q1 		– Sell
-110
Closed -$5.32K – 461
2025
Q4 		$5.32K Buy
+110
New +$5.29K ﹤0.01% 491

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Dimensional Fund Advisors
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State Street
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CBIZ Investment Advisory Services's CATY Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Cathay General Bancorp (CATY) in Q1 2026, closing a stake of 110 shares — an estimated $5.32K sold.

CBIZ Investment Advisory Services first reported a position in CATY in Q4 2025 and held it in 1 quarter. The position peaked at $5.32K in Q4 2025. 289 funds tracked by Wall St. Rank hold CATY as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Cathay General Bancorp position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 110 Cathay General Bancorp shares in Q1 2026, an estimated $5.32K.
  • CBIZ Investment Advisory Services first reported a position in Cathay General Bancorp in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Cathay General Bancorp position peaked at $5.32K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.