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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
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

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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Twin Peaks Wealth Advisors's CATY Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Cathay General Bancorp (CATY) in Q1 2026: 172 shares worth $8.58K. The stake represents ﹤0.01% of the portfolio and ranks #1140 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CATY as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CATY in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.37K in Q2 2025. 287 funds tracked by Wall St. Rank hold CATY as of Q1 2026.

  • Twin Peaks Wealth Advisors held 172 shares of Cathay General Bancorp worth $8.58K as of Q1 2026.
  • Cathay General Bancorp was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Cathay General Bancorp made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1140 holding.
  • Twin Peaks Wealth Advisors first reported a position in Cathay General Bancorp in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Cathay General Bancorp position peaked at $9.37K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.