LIGHTHOUSE FINANCIAL SERVICES INC /ADV CATY β€” CATHAY GEN BANCORP

Ownership history in LIGHTHOUSE FINANCIAL SERVICES INC /ADV  Β·  3 quarters on record

AI Ownership Summary

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported CATHAY GEN BANCORP (CATY) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows CATY at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CATY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LIGHTHOUSE FINANCIAL SERVICES INC /ADV's position in CATHAY GEN BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CATY was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LIGHTHOUSE FINANCIAL SERVICES INC /ADV held CATY β€” position size vs. price
% of Fund (quarterly)    CATY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 5,044 +23 +0.5% 0.07% $319K 2026-07-16 $63.72
2026 Q1 ADDED β€” β€” β€” 5,021 +29 +0.6% 0.06% $270K 2026-04-15 $52.98
2025 Q4 INITIATED β€” β€” β€” 4,992 β€” β€” 0.06% $242K 2026-02-03 $51.75

FAQ About LIGHTHOUSE FINANCIAL SERVICES INC /ADV and CATY

These are the practical questions this page is built to answer before you even open the full history table.

How long has LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported owning CATY?

LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported CATY across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported CATY position in LIGHTHOUSE FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for CATY was 0.07% in 2026 Q2.

What is the latest reported CATY position on this page?

The most recent filing on this page is 2026 Q2, when LIGHTHOUSE FINANCIAL SERVICES INC /ADV reported 5,044 shares, equal to 0.07% of portfolio, with an estimated market value of $319K.

What does the chart on this CATY ownership page compare?

The chart compares LIGHTHOUSE FINANCIAL SERVICES INC /ADV's quarterly CATY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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