Institute for Wealth Management’s Cathay General Bancorp CATY Stock Holding History

Institute for Wealth Management’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	$28.3K	Buy	+457	New	+$25.9K	﹤0.01%	1028

Other funds holding CATY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Institute for Wealth Management's CATY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Cathay General Bancorp (CATY) in Q2 2026: 457 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #1028 among its holdings.

135 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

Institute for Wealth Management held 457 shares of Cathay General Bancorp worth $28.3K as of Q2 2026.
Cathay General Bancorp was a new Institute for Wealth Management position in Q2 2026.
Cathay General Bancorp made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1028 holding.
135 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.