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Twin Peaks Wealth Advisors’s Cathay General Bancorp CATY Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-172
Closed -$8.58K – 541
2026
Q1 		$8.58K Buy
+172
New +$8.69K ﹤0.01% 1140
2025
Q3 		– Sell
-197
Closed -$9.37K – 475
2025
Q2 		$9.37K Buy
+197
New +$8.37K ﹤0.01% 973

Other funds holding CATY

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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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Twin Peaks Wealth Advisors's CATY Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Cathay General Bancorp (CATY) in Q2 2026, closing a stake of 172 shares — an estimated $8.58K sold.

Twin Peaks Wealth Advisors first reported a position in CATY in Q2 2025 and held it in 2 quarters. The position peaked at $9.37K in Q2 2025. 306 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Cathay General Bancorp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 172 Cathay General Bancorp shares in Q2 2026, an estimated $8.58K.
  • Twin Peaks Wealth Advisors first reported a position in Cathay General Bancorp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Cathay General Bancorp position peaked at $9.37K in Q2 2025.
  • 306 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.