JWA
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
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

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFS
Lighthouse Financial Services Brea, California $476M AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return