Summit Financial Wealth Advisors’s Catalyst Bancorp CLST Stock Holding History

Summit Financial Wealth Advisors’s Portfolio CLST Stock Details CLST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$225K	Sell	13,600 -4,600	-25%	-$74.1K	0.03%	203
2026 Q1	$301K	Hold	18,200	–	–	0.04%	155
2025 Q4	$287K	Hold	18,200	–	–	0.04%	152
2025 Q3	$242K	Hold	18,200	–	–	0.04%	159
2025 Q2	$225K	Hold	18,200	–	–	0.04%	157
2025 Q1	$212K	Sell	18,200 -6,000	-25%	-$70.1K	0.04%	140
2024 Q4	$281K	Hold	24,200	–	–	0.06%	120
2024 Q3	$276K	Sell	24,200 -2,600	-10%	-$30K	0.05%	126
2024 Q2	$310K	Hold	26,800	–	–	0.06%	102
2024 Q1	$318K	Sell	26,800 -2,000	-7%	-$23.7K	0.06%	99
2023 Q4	$312K	Hold	28,800	–	–	0.07%	97
2023 Q3	$317K	Hold	28,800	–	–	0.08%	90
2023 Q2	$318K	Hold	28,800	–	–	0.07%	97
2023 Q1	$331K	Buy	28,800 +2,000	+7%	+$25.3K	0.08%	101
2022 Q4	$340K	Hold	26,800	–	–	0.08%	101
2022 Q3	$350K	Hold	26,800	–	–	0.1%	86
2022 Q2	$363K	Hold	26,800	–	–	0.09%	97
2022 Q1	$366K	Buy	+26,800	New	+$368K	0.07%	97

Other funds holding CLST

Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return

DMKJ

David M. Knott Jr $189M AUM 67.72% 1-Year Est. Return

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $281M AUM 22.97% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Summit Financial Wealth Advisors's CLST Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Catalyst Bancorp (CLST) stake by 25% in Q2 2026, selling an estimated $74.1K and leaving 13,600 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #203.

Summit Financial Wealth Advisors first reported a position in CLST in Q1 2022 and has held it in 18 quarters since. The position peaked at $366K in Q1 2022. 23 funds tracked by Wall St. Rank hold CLST as of Q2 2026.

Summit Financial Wealth Advisors held 13,600 shares of Catalyst Bancorp worth $225K as of Q2 2026.
Summit Financial Wealth Advisors sold 4,600 Catalyst Bancorp shares in Q2 2026, an estimated $74.1K.
Catalyst Bancorp made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #203 holding.
Summit Financial Wealth Advisors first reported a position in Catalyst Bancorp in Q1 2022 and has held it in 18 quarters since.
Summit Financial Wealth Advisors's Catalyst Bancorp position peaked at $366K in Q1 2022.
23 funds tracked by Wall St. Rank held Catalyst Bancorp as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.