STAR Financial Bank’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

STAR Financial Bank’s Portfolio CATH Stock Details CATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$323K	Hold	3,647	–	–	0.13%	79
2026 Q1	$285K	Hold	3,647	–	–	0.13%	82
2025 Q4	$300K	Hold	3,647	–	–	0.15%	87
2025 Q3	$296K	Hold	3,647	–	–	0.17%	89
2025 Q2	$275K	Hold	3,647	–	–	0.17%	90
2025 Q1	$246K	Hold	3,647	–	–	0.18%	92
2024 Q4	$258K	Hold	3,647	–	–	0.19%	89
2024 Q3	$253K	Buy	+3,647	New	+$243K	0.17%	106

Other funds holding CATH

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $514M AUM 20.96% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

STAR Financial Bank's CATH Position: Q2 2026 in Review

STAR Financial Bank held its Global X S&P 500 Catholic Values ETF (CATH) position steady in Q2 2026 at 3,647 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #79.

STAR Financial Bank first reported a position in CATH in Q3 2024 and has held it in 8 quarters since. 213 funds tracked by Wall St. Rank hold CATH as of Q2 2026.

STAR Financial Bank held 3,647 shares of Global X S&P 500 Catholic Values ETF worth $323K as of Q2 2026.
STAR Financial Bank left its Global X S&P 500 Catholic Values ETF share count unchanged in Q2 2026.
Global X S&P 500 Catholic Values ETF made up 0.13% of STAR Financial Bank's portfolio in Q2 2026, its #79 holding.
STAR Financial Bank first reported a position in Global X S&P 500 Catholic Values ETF in Q3 2024 and has held it in 8 quarters since.
213 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q2 2026.

Based on STAR Financial Bank's 13F filing for Q2 2026, filed 7 Aug 2026.