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Summit Securities Group’s Cathay General Bancorp CATY Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-352
Closed -$16K – 1063
2025
Q2 		$16K Buy
+352
New +$15K ﹤0.01% 784
2024
Q2 		– Sell
-710
Closed -$27K – 597
2024
Q1 		$27K Buy
+710
New +$28.7K ﹤0.01% 293

Other funds holding CATY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Summit Securities Group's CATY Position: Q3 2025 in Review

Summit Securities Group sold out of Cathay General Bancorp (CATY) in Q3 2025, closing a stake of 352 shares — an estimated $16K sold.

Summit Securities Group first reported a position in CATY in Q1 2024 and held it in 2 quarters. The position peaked at $27K in Q1 2024. 260 funds tracked by Wall St. Rank hold CATY as of Q3 2025.

  • Summit Securities Group reported no remaining Cathay General Bancorp position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 352 Cathay General Bancorp shares in Q3 2025, an estimated $16K.
  • Summit Securities Group first reported a position in Cathay General Bancorp in Q1 2024 and held it in 2 quarters.
  • Summit Securities Group's Cathay General Bancorp position peaked at $27K in Q1 2024.
  • 260 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.