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Wealthspire Advisors (New York)’s Cathay General Bancorp CATY Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-393
Closed -$18.9K – 1318
2025
Q3 		$18.9K Buy
+393
New +$18.9K ﹤0.01% 1713
2021
Q4 		– Sell
-28,158
Closed -$1.17M – 551
2021
Q3 		$1.17M Buy
+28,158
New +$1.1M 0.02% 225

Other funds holding CATY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (New York)'s CATY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Cathay General Bancorp (CATY) in Q4 2025, closing a stake of 393 shares — an estimated $18.9K sold.

Wealthspire Advisors (New York) first reported a position in CATY in Q3 2021 and held it in 2 quarters. The position peaked at $1.17M in Q3 2021. 269 funds tracked by Wall St. Rank hold CATY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Cathay General Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 393 Cathay General Bancorp shares in Q4 2025, an estimated $18.9K.
  • Wealthspire Advisors (New York) first reported a position in Cathay General Bancorp in Q3 2021 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Cathay General Bancorp position peaked at $1.17M in Q3 2021.
  • 269 funds tracked by Wall St. Rank held Cathay General Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.