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Catalyst Bancorp shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of Catalyst Bancorp (CLST) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in Catalyst Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Catalyst Bancorp held by Montz Harcus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Catalyst Bancorp by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $395k 30k 13.15
2025-06-30 $372k 30k 12.39
2025-03-31 $350k 30k 11.65

More positions owned by Montz Harcus Wealth Management

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Home Ban (HBCP)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)

View all positions for Montz Harcus Wealth Management

Top funds holding Catalyst Bancorp

Vanguard Group
Graham Capital Wealth Management
Stilwell Value
BlackRock
Geode Capital Management
Montz Harcus Wealth Management
Renaissance Technologies
Goss Wealth Management
Summit Financial Wealth Advisors
Wittenberg Investment Management
Basswood Capital Management
Raffles Associates
UBS Group
Northwestern Mutual Wealth Management Company
American Capital Advisory

View all funds holding Catalyst Bancorp