Position in CATY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,989,901
+$569,996 QoQ
Shares Held
48,232
-0.6% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#77
of 305 holders
Holding Since
Mar 2024
10 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 Jun 30, 2026Dana Investment Advisors, Inc. holds $130,660,715 across 28 Banks - Regional names. CATY ranks #18 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
|
635,985 | $13,190,328 | |
| 2 | PFBC |
Preferred Bank
|
105,736 | $11,235,507 | |
| 3 | OCFC |
Oceanfirst Financial Corp
|
425,718 | $8,314,272 | |
| 4 | HOPE |
Hope Bancorp Inc
|
596,116 | $8,154,866 | |
| 5 | NWBI |
Northwest Bancshares, Inc.
|
502,644 | $7,620,083 | |
| 6 | 95,512 | $7,299,027 | |||
| 7 | BANC |
Banc Of California, Inc.
|
342,902 | $7,005,487 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
216,374 | $6,408,997 |
All Filings in CATY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,989,901 | 48,232 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||