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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
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 		$2.17K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JFS Wealth Advisors's CATY Position: Q2 2026 in Review

JFS Wealth Advisors increased its Cathay General Bancorp (CATY) stake by 33% in Q2 2026, buying an estimated $851 and bringing the position to 61 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

JFS Wealth Advisors first reported a position in CATY in Q4 2021 and has held it in 19 quarters since. 306 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

  • JFS Wealth Advisors held 61 shares of Cathay General Bancorp worth $3.78K as of Q2 2026.
  • JFS Wealth Advisors bought 15 Cathay General Bancorp shares in Q2 2026, an estimated $851.
  • Cathay General Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1391 holding.
  • JFS Wealth Advisors first reported a position in Cathay General Bancorp in Q4 2021 and has held it in 19 quarters since.
  • 306 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.