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Institutional Ownership · SEC Form 13F

Who owns Catalyst Bancorp (CLST)


Which tracked institutional funds hold CLST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CLST company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

23
Institutional holders
1M
Shares held (tracked funds)
30.1%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on CLST is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 0 trimmed or exited — on balance accumulating.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CLST’s largest tracked holder by dollar value, STILWELL VALUE LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in CLST divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 23 tracked filers holding CLST, 10 increased or opened the position and 6 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CLST between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 1

  • Knott David M Jr$4M

Largest adds

  • STILWELL VALUE LLC$1M
  • ALLIANCEBERNSTEIN L.P.$513K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
STILWELL VALUE LLC added364,085$6M23.1%2026-Q2
Knott David M Jr new114,000$4M13.8%2026-Q2
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed195,939$3M12.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed189,486$3M12.0%2026-Q2
BlackRock, Inc. added68,797$1M4.4%2026-Q2
ALLIANCEBERNSTEIN L.P. added61,066$1M3.9%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added34,571$571K2.2%2026-Q2
Montz Harcus Wealth Management LLC30,000$495K1.9%2026-Q2
Kestra Advisory Services, LLC25,000$413K1.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO added24,351$402K1.5%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed23,100$381K1.5%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added23,078$381K1.5%2026-Q2
CITADEL ADVISORS LLC added14,582$241K0.9%2026-Q2
Summit Financial Wealth Advisors, LLC trimmed13,600$225K0.9%2026-Q2
NewEdge Advisors, LLC trimmed11,500$190K0.7%2026-Q2
BASSWOOD CAPITAL MANAGEMENT, L.L.C.11,246$186K0.7%2026-Q2
WITTENBERG INVESTMENT MANAGEMENT, INC. trimmed10,669$176K0.7%2026-Q2
RAFFLES ASSOCIATES LP10,555$174K0.7%2026-Q2
Vanguard Global Advisers, LLC1,140$19K0.1%2026-Q2
American Capital Advisory, LLC125$2K0.0%2026-Q2
Golden State Wealth Management, LLC75$1K0.0%2026-Q2
UBS Group AG added68$1K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS6$990.0%2026-Q2
CITIGROUP INC1$170.0%2026-Q1 stale (1 quarter behind)
Murchinson Ltd.259,067$4M15.7%2025-Q4 stale (2 quarters behind)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed40$5K0.0%2025-Q4 stale (2 quarters behind)
BANK OF AMERICA CORP /DE/ trimmed9$1420.0%2025-Q4 stale (2 quarters behind)
BARCLAYS PLC new2$260.0%2025-Q3 stale (3 quarters behind)
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0—0.0%2025-Q2 stale (4 quarters behind)

1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: VANGUARD GROUP INC (last filed 2025-Q4, 215,633 shares) reconciles to its 3 current affiliates (214,977 shares) — 0.304% apart.

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership