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SageView Advisory Group’s Cathay General Bancorp CATY Stock Holding History

SageView Advisory Group’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 		– Sell
-65
Closed -$3.15K – 876
2025
Q4 		$3.15K Buy
+65
New +$3.13K ﹤0.01% 2100

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SageView Advisory Group's CATY Position: Q1 2026 in Review

SageView Advisory Group sold out of Cathay General Bancorp (CATY) in Q1 2026, closing a stake of 65 shares — an estimated $3.15K sold.

SageView Advisory Group first reported a position in CATY in Q4 2025 and held it in 1 quarter. The position peaked at $3.15K in Q4 2025. 289 funds tracked by Wall St. Rank hold CATY as of Q1 2026.

  • SageView Advisory Group reported no remaining Cathay General Bancorp position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 65 Cathay General Bancorp shares in Q1 2026, an estimated $3.15K.
  • SageView Advisory Group first reported a position in Cathay General Bancorp in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Cathay General Bancorp position peaked at $3.15K in Q4 2025.
  • 289 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.