MHWM
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Montz Harcus Wealth Management’s Catalyst Bancorp CLST Stock Holding History

Montz Harcus Wealth Management’s Portfolio CLST Stock Details CLST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$495K Hold
30,000
– – 0.18% 50
2026
Q1 		$497K Hold
30,000
– – 0.2% 51
2025
Q4 		$473K Hold
30,000
– – 0.19% 47
2025
Q3 		$395K Hold
30,000
– – 0.17% 51
2025
Q2 		$372K Hold
30,000
– – 0.18% 48
2025
Q1 		$350K Buy
+30,000
New +$350K 0.19% 49

Other funds holding CLST

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
DMKJ
David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return
GCWM
Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

Montz Harcus Wealth Management's CLST Position: Q2 2026 in Review

Montz Harcus Wealth Management held its Catalyst Bancorp (CLST) position steady in Q2 2026 at 30,000 shares worth $495K. The position accounts for 0.18% of the portfolio, ranked #50.

Montz Harcus Wealth Management first reported a position in CLST in Q1 2025 and has held it in 6 quarters since. The position peaked at $497K in Q1 2026. 18 funds tracked by Wall St. Rank hold CLST as of Q2 2026.

  • Montz Harcus Wealth Management held 30,000 shares of Catalyst Bancorp worth $495K as of Q2 2026.
  • Montz Harcus Wealth Management left its Catalyst Bancorp share count unchanged in Q2 2026.
  • Catalyst Bancorp made up 0.18% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Montz Harcus Wealth Management first reported a position in Catalyst Bancorp in Q1 2025 and has held it in 6 quarters since.
  • Montz Harcus Wealth Management's Catalyst Bancorp position peaked at $497K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Catalyst Bancorp as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.