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Root Financial Partners’s Cathay General Bancorp CATY Stock Holding History

Root Financial Partners’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 		– Sell
-435
Closed -$21.7K – 865
2026
Q1 		$21.7K Buy
435
+159
+58% +$8.03K ﹤0.01% 1282
2025
Q4 		$13.4K Buy
276
+37
+15% +$1.78K ﹤0.01% 1369
2025
Q3 		$11.5K Buy
+239
New +$11.5K ﹤0.01% 1396

Other funds holding CATY

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
KWA
Kondo Wealth Advisors Pasadena, California $299M AUM 21.97% 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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Root Financial Partners's CATY Position: Q2 2026 in Review

Root Financial Partners sold out of Cathay General Bancorp (CATY) in Q2 2026, closing a stake of 435 shares — an estimated $21.7K sold.

Root Financial Partners first reported a position in CATY in Q3 2025 and held it in 3 quarters. The position peaked at $21.7K in Q1 2026. 66 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

  • Root Financial Partners reported no remaining Cathay General Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 435 Cathay General Bancorp shares in Q2 2026, an estimated $21.7K.
  • Root Financial Partners first reported a position in Cathay General Bancorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Cathay General Bancorp position peaked at $21.7K in Q1 2026.
  • 66 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.