EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
CATY holding history
Cathay General Bancorp in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CATY overviewAll 13F holders of CATYFull Q2 2026 holdings
- Shares (Q2 2026)
- 173
- Value
- $10.7K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 173 | $10.7K | <0.1% | −388−69.2% | Reduced | Holders |
| Q1 2026 | 561 | $28.0K | <0.1% | +104+22.8% | Added | Holders |
| Q4 2025 | 457 | $22.1K | <0.1% | −25−5.2% | Reduced | Holders |
| Q3 2025 | 482 | $23.1K | <0.1% | −24−4.7% | Reduced | Holders |
| Q2 2025 | 506 | $23.0K | <0.1% | +459+976.6% | Added | Holders |
| Q1 2025 | 47 | $2.02K | <0.1% | +10+27.0% | Added | Holders |
| Q4 2024 | 37 | $1.76K | <0.1% | +12+48.0% | Added | Holders |
| Q3 2024 | 25 | $1.07K | <0.1% | +9+56.3% | Added | Holders |
| Q2 2024 | 16 | $709 | <0.1% | −23−59.0% | Reduced | Holders |
| Q1 2024 | 39 | $1.34K | <0.1% | +39 | New | Holders |