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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

EverSource Wealth Advisors's CATY Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Cathay General Bancorp (CATY) stake by 23% in Q1 2026, buying an estimated $5.25K and bringing the position to 561 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

EverSource Wealth Advisors first reported a position in CATY in Q1 2024 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold CATY as of Q1 2026.

  • EverSource Wealth Advisors held 561 shares of Cathay General Bancorp worth $28K as of Q1 2026.
  • EverSource Wealth Advisors bought 104 Cathay General Bancorp shares in Q1 2026, an estimated $5.25K.
  • Cathay General Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2279 holding.
  • EverSource Wealth Advisors first reported a position in Cathay General Bancorp in Q1 2024 and has held it in 9 quarters since.
  • 287 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.