Funds holding Catalyst Bancorp Inc
ISIN US14888L1017 · United States
- Fund holders
- 9
- Of which ETFs
- 1 8 other funds
- Value held
- 3.8M $
- Share of capital
- 5.7 % of 4M shares on Aug 12, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 146,142 | 2.4M $ | 0.00 % | 3.62 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 41,544 | 685.9K $ | 0.00 % | 1.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 13,500 | 214.9K $ | 0.00 % | 0.33 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 12,001 | 198.1K $ | 0.01 % | 0.30 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 7,094 | 112.9K $ | 0.00 % | 0.18 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 5,159 | 82.1K $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,959 | 33.5K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,800 | 29.7K $ | 0.04 % | as of Jun 30, 2026 ↗ | |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 791 | 13.1K $ | 0.01 % | 0.02 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 0.00 % | as of May 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 0.00 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 9 | 0 | 229,990 | +0.5 % |
| 2026Q2 | 9 | 0 | 228,755 | +2.4 % |
| 2026Q1 | 9 | +1 | 223,428 | -5.4 % |
| 2025Q4 | 8 | -1 | 236,238 | -10.1 % |
| 2025Q3 | 9 | 0 | 262,831 | -9.8 % |
| 2025Q2 | 9 | 0 | 291,350 | -0.8 % |
| 2025Q1 | 9 | 0 | 293,632 | +7.6 % |
| 2024Q4 | 9 | 0 | 272,929 | -8.5 % |
| 2024Q3 | 9 | 0 | 298,245 | -0.4 % |
| 2024Q2 | 9 | 0 | 299,438 | -0.1 % |
| 2024Q1 | 9 | 0 | 299,873 | +0.5 % |
| 2023Q4 | 9 | 298,256 |
Institutional managers
20 managers declare this company to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| STILWELL VALUE LLC | 282,434 | 4.7M $ | as of Mar 31, 2026 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 197,285 | 3.3M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 65,633 | 1.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 34,489 | 571.4K $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 31,630 | 498.2K $ | as of Mar 31, 2026 |
| Montz Harcus Wealth Management LLC | 30,000 | 496.8K $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 25,000 | 414K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 23,200 | 384.2K $ | as of Mar 31, 2026 |
| NewEdge Advisors, LLC | 21,500 | 21.5K $ | as of Mar 31, 2026 |
| Summit Financial Wealth Advisors, LLC | 18,200 | 301.4K $ | as of Mar 31, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 13,669 | 226.4K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 13,001 | 215.3K $ | as of Mar 31, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11,246 | 186.2K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,825 | 179.3K $ | as of Mar 31, 2026 |
| RAFFLES ASSOCIATES LP | 10,555 | 174.8K $ | as of Mar 31, 2026 |
| American Capital Advisory, LLC | 125 | 2.1K $ | as of Mar 31, 2026 |
| Golden State Wealth Management, LLC | 75 | 1.2K $ | as of Mar 31, 2026 |
| UBS Group AG | 47 | 778 $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 6 | 99 $ | as of Mar 31, 2026 |
| CITIGROUP INC | 1 | 17 $ | as of Mar 31, 2026 |
Declared shareholders of Catalyst Bancorp Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Stilwell Activist Fund, L.P. and 5 others | 9.00 % | 364,085 | as of Aug 27, 2026 · SCHEDULE 13D |
Cite this page
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