JFS Wealth Advisors
CATY icon

JFS Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

JFS 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
Q3 		$3.63K Hold
61
– – ﹤0.01% 1360
2026
Q2 		$3.78K Buy
61
+15
+33% +$851 ﹤0.01% 1391
2026
Q1 		$2.29K Buy
46
+1
+2% +$50 ﹤0.01% 1464
2025
Q4 		$2.18K Buy
45
+31
+221% +$1.49K ﹤0.01% 1520
2025
Q3 		$673 Hold
14
– – ﹤0.01% 1706
2025
Q2 		$638 Sell
14
-48
-77% -$2.04K ﹤0.01% 1653
2025
Q1 		$2.67K Buy
62
+2
+3% +$92 ﹤0.01% 1358
2024
Q4 		$2.86K Buy
60
+15
+33% +$723 ﹤0.01% 1340
2024
Q3 		$1.93K Buy
45
+2
+5% +$84 ﹤0.01% 1503
2024
Q2 		$1.62K Buy
43
+10
+30% +$363 ﹤0.01% 1515
2024
Q1 		$1.25K Hold
33
– – ﹤0.01% 1598
2023
Q4 		$1.47K Sell
33
-28
-46% -$1.05K ﹤0.01% 1542
2023
Q3 		$2.12K Buy
61
+17
+39% +$607 ﹤0.01% 1341
2023
Q2 		$1.42K Sell
44
-19
-30% -$603 ﹤0.01% 1501
2023
Q1 		$2.18K Buy
63
+2
+3% +$82 ﹤0.01% 1328
2022
Q4 		$2.49K Sell
61
-9
-13% -$390 ﹤0.01% 1288
2022
Q3 		$3K Sell
70
-11
-14% -$458 ﹤0.01% 1151
2022
Q2 		$3K Buy
81
+25
+45% +$1.02K ﹤0.01% 1155
2022
Q1 		$3K Buy
56
+35
+167% +$1.61K ﹤0.01% 1217
2021
Q4 		$1K Buy
+21
New +$904 ﹤0.01% 1283

Other funds holding CATY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

JFS Wealth Advisors's CATY Position: Q3 2026 in Review

JFS Wealth Advisors held its Cathay General Bancorp (CATY) position steady in Q3 2026 at 61 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

JFS Wealth Advisors first reported a position in CATY in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.78K in Q2 2026. 131 funds tracked by Wall St. Rank hold CATY as of Q3 2026.

  • JFS Wealth Advisors held 61 shares of Cathay General Bancorp worth $3.63K as of Q3 2026.
  • JFS Wealth Advisors left its Cathay General Bancorp share count unchanged in Q3 2026.
  • Cathay General Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1360 holding.
  • JFS Wealth Advisors first reported a position in Cathay General Bancorp in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Cathay General Bancorp position peaked at $3.78K in Q2 2026.
  • 131 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.