Integrated Wealth Concepts’s Cathay General Bancorp CATY Stock Holding History

Integrated Wealth Concepts’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	$29.8K	Buy	+481	New	+$27.3K	﹤0.01%	3779

Other funds holding CATY

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Integrated Wealth Concepts's CATY Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cathay General Bancorp (CATY) in Q2 2026: 481 shares worth $29.8K. The stake represents ﹤0.01% of the portfolio and ranks #3779 among its holdings.

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

Integrated Wealth Concepts held 481 shares of Cathay General Bancorp worth $29.8K as of Q2 2026.
Cathay General Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Cathay General Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3779 holding.
304 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.