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

Medallion 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
2025
Q4 		– Sell
-250
Closed -$12K – 1125
2025
Q3 		$12K Hold
250
– – ﹤0.01% 720
2025
Q2 		$11.7K Buy
+250
New +$10.6K ﹤0.01% 720

Other funds holding CATY

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Medallion Wealth Advisors's CATY Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of Cathay General Bancorp (CATY) in Q4 2025, closing a stake of 250 shares — an estimated $12K sold.

Medallion Wealth Advisors first reported a position in CATY in Q2 2025 and held it in 2 quarters. The position peaked at $12K in Q3 2025. 269 funds tracked by Wall St. Rank hold CATY as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining Cathay General Bancorp position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 250 Cathay General Bancorp shares in Q4 2025, an estimated $12K.
  • Medallion Wealth Advisors first reported a position in Cathay General Bancorp in Q2 2025 and held it in 2 quarters.
  • Medallion Wealth Advisors's Cathay General Bancorp position peaked at $12K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.