UBS Group
CLST icon

UBS Group’s Catalyst Bancorp CLST Stock Holding History

UBS Group’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
Q3 		$1.48K Buy
84
+16
+24% +$277 ﹤0.01% 10242
2026
Q2 		$1.12K Buy
68
+21
+45% +$338 ﹤0.01% 9622
2026
Q1 		$778 Buy
47
+42
+840% +$675 ﹤0.01% 9742
2025
Q4 		$79 Sell
5
-4,588
-100% -$66.2K ﹤0.01% 10219
2025
Q3 		$60.4K Sell
4,593
-900
-16% -$11.4K ﹤0.01% 7431
2025
Q2 		$68.1K Sell
5,493
-539
-9% -$6.33K ﹤0.01% 7535
2025
Q1 		$70.3K Sell
6,032
-657
-10% -$7.67K ﹤0.01% 7324
2024
Q4 		$78.7K Buy
6,689
+701
+12% +$8.1K ﹤0.01% 7023
2024
Q3 		$68.3K Buy
5,988
+5,913
+7,884% +$68.3K ﹤0.01% 6621
2024
Q2 		$869 Sell
75
-522
-87% -$6.1K ﹤0.01% 8753
2024
Q1 		$7.07K Buy
+597
New +$7.07K ﹤0.01% 7414
2023
Q2 		– Sell
-3,356
Closed -$38.6K – 9001
2023
Q1 		$38.6K Buy
3,356
+1,565
+87% +$19.8K ﹤0.01% 6623
2022
Q4 		$22.7K Buy
1,791
+1,618
+935% +$20.9K ﹤0.01% 7523
2022
Q3 		$2K Sell
173
-1,158
-87% -$15.3K ﹤0.01% 9701
2022
Q2 		$18K Buy
1,331
+463
+53% +$6.12K ﹤0.01% 6993
2022
Q1 		$12K Buy
868
+151
+21% +$2.08K ﹤0.01% 8160
2021
Q4 		$10K Buy
+717
New +$9.9K ﹤0.01% 8765

Other funds holding CLST

Graham Capital Wealth Management
Graham Capital Wealth Management Washington D.c., District of Columbia $128M AUM 15.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Montz Harcus Wealth Management
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

UBS Group's CLST Position: Q3 2026 in Review

UBS Group increased its Catalyst Bancorp (CLST) stake by 24% in Q3 2026, buying an estimated $277 and bringing the position to 84 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #10242.

UBS Group first reported a position in CLST in Q4 2021 and has held it in 17 quarters since. The position peaked at $78.7K in Q4 2024. 17 funds tracked by Wall St. Rank hold CLST as of Q3 2026.

  • UBS Group held 84 shares of Catalyst Bancorp worth $1.48K as of Q3 2026.
  • UBS Group bought 16 Catalyst Bancorp shares in Q3 2026, an estimated $277.
  • Catalyst Bancorp made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10242 holding.
  • UBS Group first reported a position in Catalyst Bancorp in Q4 2021 and has held it in 17 quarters since.
  • UBS Group's Catalyst Bancorp position peaked at $78.7K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Catalyst Bancorp as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.