Root Financial Partners
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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
Q3 		$33.8K Buy
+568
New +$35.4K ﹤0.01% 1281
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

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Bank of New York Mellon
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LSV Asset Management
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Boston Trust Walden
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Principal Financial Group
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Root Financial Partners's CATY Position: Q3 2026 in Review

Root Financial Partners opened a new position in Cathay General Bancorp (CATY) in Q3 2026: 568 shares worth $33.8K. The stake represents ﹤0.01% of the portfolio and ranks #1281 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CATY as recently as Q1 2026.

Root Financial Partners first reported a position in CATY in Q3 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold CATY as of Q3 2026.

  • Root Financial Partners held 568 shares of Cathay General Bancorp worth $33.8K as of Q3 2026.
  • Cathay General Bancorp was a new Root Financial Partners position in Q3 2026.
  • Cathay General Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1281 holding.
  • Root Financial Partners first reported a position in Cathay General Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.