Position in CATY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,419,905
+$46,570 QoQ
Shares Held
48,534
-1.0% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in CATY Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Dana Investment Advisors, Inc. holds $103,624,904 across 28 Banks - Regional names. CATY ranks #19 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
|
160,725 | $11,157,529 | |
| 2 | HAPN |
Happen, Inc.
|
552,000 | $7,904,640 | |
| 3 | PFBC |
Preferred Bank
|
79,421 | $7,202,690 | |
| 4 | NWBI |
Northwest Bancshares, Inc.
|
518,677 | $6,582,011 | |
| 5 | BANC |
Banc Of California, Inc.
|
348,583 | $6,128,089 | |
| 6 | HFWA |
Heritage Financial Corp /Wa/
|
219,962 | $5,719,012 | |
| 7 | WAFD |
Wafd Inc
|
156,715 | $4,920,851 | |
| 8 | HOPE |
Hope Bancorp Inc
|
421,478 | $4,707,909 |
All Filings in CATY
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,419,905 | 48,534 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,373,335 | 49,046 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,358,827 | 49,132 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,305,047 | 50,627 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,906,573 | 44,308 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,133,927 | 44,821 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,176,534 | 50,676 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,928,057 | 51,115 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,983,956 | 52,444 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||