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EverSource Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

EverSource Wealth Advisors’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
Q2 		$10.7K Sell
173
-388
-69% -$22K ﹤0.01% 2871
2026
Q1 		$28K Buy
561
+104
+23% +$5.25K ﹤0.01% 2279
2025
Q4 		$22.1K Sell
457
-25
-5% -$1.2K ﹤0.01% 2327
2025
Q3 		$23.1K Sell
482
-24
-5% -$1.15K ﹤0.01% 2263
2025
Q2 		$23K Buy
506
+459
+977% +$19.5K ﹤0.01% 2190
2025
Q1 		$2.02K Buy
47
+10
+27% +$459 ﹤0.01% 2924
2024
Q4 		$1.76K Buy
37
+12
+48% +$578 ﹤0.01% 2761
2024
Q3 		$1.07K Buy
25
+9
+56% +$377 ﹤0.01% 2709
2024
Q2 		$709 Sell
16
-23
-59% -$834 ﹤0.01% 2807
2024
Q1 		$1.34K Buy
+39
New +$1.58K ﹤0.01% 2491

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

EverSource Wealth Advisors's CATY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cathay General Bancorp (CATY) stake by 69% in Q2 2026, selling an estimated $22K and leaving 173 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

EverSource Wealth Advisors first reported a position in CATY in Q1 2024 and has held it in 10 quarters since. The position peaked at $28K in Q1 2026. 306 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

  • EverSource Wealth Advisors held 173 shares of Cathay General Bancorp worth $10.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 388 Cathay General Bancorp shares in Q2 2026, an estimated $22K.
  • Cathay General Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2871 holding.
  • EverSource Wealth Advisors first reported a position in Cathay General Bancorp in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Cathay General Bancorp position peaked at $28K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.