IFP Advisors
CATY icon

IFP Advisors’s Cathay General Bancorp CATY Stock Holding History

IFP 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
Q3 		$3.33K Hold
56
– – ﹤0.01% 4007
2026
Q2 		$3.47K Hold
56
– – ﹤0.01% 3990
2026
Q1 		$2.79K Hold
56
– – ﹤0.01% 3824
2025
Q4 		$2.71K Sell
56
-68
-55% -$3.27K ﹤0.01% 3721
2025
Q3 		$5.95K Buy
+124
New +$5.96K ﹤0.01% 3148
2025
Q2 		– Hold
0
– – – 2770
2025
Q1 		– Hold
0
– – – 3460
2024
Q4 		– Hold
0
– – – 3384
2023
Q1 		– Sell
-22
Closed -$1K – 3523
2022
Q4 		$1K Hold
22
– – ﹤0.01% 4299
2022
Q3 		$1K Hold
22
– – ﹤0.01% 4519
2022
Q2 		$1K Hold
22
– – ﹤0.01% 4295
2022
Q1 		$1K Buy
+22
New +$1.01K ﹤0.01% 4295
2020
Q4 		– Sell
-58
Closed -$1.58K – 2952
2020
Q3 		$1K Buy
58
+20
+53% +$489 ﹤0.01% 2608
2020
Q2 		$1K Buy
+38
New +$969 ﹤0.01% 2513
2019
Q1 		– Sell
-2,627
Closed -$88K – 2501
2018
Q4 		$88K Sell
2,627
-2,514
-49% -$95.2K 0.01% 1267
2018
Q3 		$213K Buy
5,141
+126
+3% +$5.29K 0.01% 1040
2018
Q2 		$203K Buy
5,015
+2,253
+82% +$93.3K 0.01% 1057
2018
Q1 		$116K Hold
2,762
– – 0.01% 1297
2017
Q4 		$116K Hold
2,762
– – 0.01% 1306
2017
Q3 		$111K Sell
2,762
-100
-3% -$3.69K ﹤0.01% 1486
2017
Q2 		$109K Hold
2,862
– – ﹤0.01% 1482
2017
Q1 		$108K Sell
2,862
-335
-10% -$12.7K ﹤0.01% 1447
2016
Q4 		$122K Hold
3,197
– – 0.01% 1325
2016
Q3 		$98K Hold
3,197
– – 0.01% 1371
2016
Q2 		$90K Buy
+3,197
New +$94.7K 0.01% 1403
2016
Q1 		– Sell
-3,741
Closed -$117K – 2501
2015
Q4 		$117K Buy
+3,741
New +$120K 0.01% 1088

Other funds holding CATY

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
KWA
Kondo Wealth Advisors Pasadena, California $300M AUM 14.14% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

IFP Advisors's CATY Position: Q3 2026 in Review

IFP Advisors held its Cathay General Bancorp (CATY) position steady in Q3 2026 at 56 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #4007.

IFP Advisors first reported a position in CATY in Q4 2015 and has held it in 23 quarters since. The position peaked at $213K in Q3 2018. 32 funds tracked by Wall St. Rank hold CATY as of Q3 2026.

  • IFP Advisors held 56 shares of Cathay General Bancorp worth $3.33K as of Q3 2026.
  • IFP Advisors left its Cathay General Bancorp share count unchanged in Q3 2026.
  • Cathay General Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4007 holding.
  • IFP Advisors first reported a position in Cathay General Bancorp in Q4 2015 and has held it in 23 quarters since.
  • IFP Advisors's Cathay General Bancorp position peaked at $213K in Q3 2018.
  • 32 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.