NewEdge Advisors, LLC

Position in CLST — Catalyst Bancorp, Inc.

CIK 1633516 NEW ORLEANS, LA

Position in CLST

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$189,865

+$168,365 QoQ

Shares Held

11,500

-46.5% QoQ

Ownership

0.285%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#15

of 23 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $151,801,135 across 115 Banks - Regional names. CLST ranks #71 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	74,358	$18,308,426
2	SFBS	ServisFirst Bancshares, Inc.	304,928	$13,226,252
3	TFC	Truist Financial Corp	253,065	$12,607,698
4	CFG	Citizens Financial Group Inc/Ri	160,994	$11,280,849
5	RF	Regions Financial Corp	314,859	$9,508,741
6	USB	US Bancorp \De\	115,430	$6,971,972
7	FHN	First Horizon Corp	240,924	$6,177,291
8	FITB	Fifth Third Bancorp	105,051	$5,921,724

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,865	11,500	-46.5%	Shares	Sole	2026-08-12
2026-03-31	$21,500	21,500	0.0%	Shares	Sole	2026-05-18
2025-12-31	$338,625	21,500	0.0%	Shares	Sole	2026-02-18
2025-09-30	$283,800	21,500	0.0%	Shares	Sole	2025-11-17
2025-06-30	$266,385	21,500	0.0%	Shares	Sole	2025-08-14
2025-03-31	$250,475	21,500	0.0%	Shares	Sole	2025-05-15
2024-12-31	$253,055	21,500	+87.0%	Shares	Sole	2025-02-13
2024-09-30	$131,100	11,500	-8.0%	Shares	Sole	2024-11-14
2024-06-30	$144,750	12,500	+525.0%	Shares	Sole	2024-08-16
2024-03-31	$23,700	2,000	+33.3%	Shares	Sole	2024-05-14
2022-12-31	$19,050	1,500	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.