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

Physician 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
Q1 		$57.9K Hold
1,161
– – 0.01% 373
2025
Q4 		$56.2K Hold
1,161
– – 0.01% 364
2025
Q3 		$55.7K Hold
1,161
– – 0.01% 358
2025
Q2 		$52.9K Hold
1,161
– – 0.01% 338
2025
Q1 		$50K Hold
1,161
– – 0.01% 337
2024
Q4 		$55.3K Buy
+1,161
New +$56K 0.01% 328

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Physician Wealth Advisors's CATY Position: Q1 2026 in Review

Physician Wealth Advisors held its Cathay General Bancorp (CATY) position steady in Q1 2026 at 1,161 shares worth $57.9K. The position accounts for 0.01% of the portfolio, ranked #373.

Physician Wealth Advisors first reported a position in CATY in Q4 2024 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold CATY as of Q1 2026.

  • Physician Wealth Advisors held 1,161 shares of Cathay General Bancorp worth $57.9K as of Q1 2026.
  • Physician Wealth Advisors left its Cathay General Bancorp share count unchanged in Q1 2026.
  • Cathay General Bancorp made up 0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #373 holding.
  • Physician Wealth Advisors first reported a position in Cathay General Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.