Golden State Wealth Management
CLST icon

Golden State Wealth Management’s Catalyst Bancorp CLST Stock Holding History

Golden State Wealth Management’s Portfolio CLST Stock Details CLST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.32K Hold
75
– – ﹤0.01% 1412
2026
Q2 		$1.24K Hold
75
– – ﹤0.01% 1458
2026
Q1 		$1.24K Hold
75
– – ﹤0.01% 1415
2025
Q4 		$1.18K Hold
75
– – ﹤0.01% 1485
2025
Q3 		$986 Hold
75
– – ﹤0.01% 1506
2025
Q2 		$929 Hold
75
– – ﹤0.01% 1442
2025
Q1 		$874 Hold
75
– – ﹤0.01% 1443
2024
Q4 		$883 Buy
+75
New +$866 ﹤0.01% 1372

Other funds holding CLST

Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Montz Harcus Wealth Management
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
American Capital Advisory
American Capital Advisory Ketchum, Idaho $293M AUM 15.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Golden State Wealth Management's CLST Position: Q3 2026 in Review

Golden State Wealth Management held its Catalyst Bancorp (CLST) position steady in Q3 2026 at 75 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

Golden State Wealth Management first reported a position in CLST in Q4 2024 and has held it in 8 quarters since. 9 funds tracked by Wall St. Rank hold CLST as of Q3 2026.

  • Golden State Wealth Management held 75 shares of Catalyst Bancorp worth $1.32K as of Q3 2026.
  • Golden State Wealth Management left its Catalyst Bancorp share count unchanged in Q3 2026.
  • Catalyst Bancorp made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #1412 holding.
  • Golden State Wealth Management first reported a position in Catalyst Bancorp in Q4 2024 and has held it in 8 quarters since.
  • 9 funds tracked by Wall St. Rank held Catalyst Bancorp as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.