Waverly Advisors
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Waverly Advisors’s Cathay General Bancorp CATY Stock Holding History

Waverly 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 		$7.93M Buy
127,894
+44
+0% +$2.5K 0.05% 337
2026
Q1 		$6.37M Buy
+127,850
New +$6.46M 0.05% 348

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Waverly Advisors's CATY Position: Q2 2026 in Review

Waverly Advisors increased its Cathay General Bancorp (CATY) stake by 0.03% in Q2 2026, buying an estimated $2.5K and bringing the position to 127,894 shares worth $7.93M. The position accounts for 0.05% of the portfolio, ranked #337.

Waverly Advisors first reported a position in CATY in Q1 2026 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold CATY as of Q2 2026.

  • Waverly Advisors held 127,894 shares of Cathay General Bancorp worth $7.93M as of Q2 2026.
  • Waverly Advisors bought 44 Cathay General Bancorp shares in Q2 2026, an estimated $2.5K.
  • Cathay General Bancorp made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #337 holding.
  • Waverly Advisors first reported a position in Cathay General Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.