Catalyst Bancorp, Inc.

CLST • NASDAQ

Catalyst Bancorp, Inc. is a banks - regional company in the financial services sector on NASDAQ, led by Joseph B. Zanco, with a market cap of $62.8M. As of Q3 2025, 19% of shares are held by 19 institutional investors, with VANGUARD GROUP INC as the largest holder at 5.31%.

President and Chief Executive OfficerJoseph B. Zanco

Market Cap$62.8M

Banks - Regional

Financial Services

Employees48.0

Websitecatalystbank.com

Country

United States of America

Overview

Overview of institutional ownership in CLST as of Q3 2025 with a market cap of $54.6M

All Institutions

Institutions: 19
Value Held: $10.2M
Shares Held: 771.5K
Avg Position: $534.5K
Median Position: $179.7K

Hedge Funds

Hedge Funds: 4
Value Held: $2.1M
Shares Held: 162.1K
Avg Position: $535.1K
Median Position: $224.7K

Ownership Breakdown

Institutional (non-HF)

14.67%

$8.0M

Hedge Funds

3.92%

$2.1M

Retail & Other

81.41%

$44.5M

Based on market cap of $54.6M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in CLST as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.9M 0.00% of portfolio	5.31% 219.8K shares	Q4 2021 Held for 3y 11m	$6.69T
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Stash John Graham Managing Partner	$2.6M 2.67% of portfolio	4.74% 196.3K shares	Q1 2024 Held for 1y 8m	$96.5M
S Stilwell Value LLC Hedge Fund•Activist	Ravi Bipin Shah CFO	$1.6M 0.55% of portfolio	2.84% 117.5K shares	Q1 2022 Held for 3y 8m	$280.8M
B BlackRock, Inc. Institution	-	$859.2K 0.00% of portfolio	1.58% 65.3K shares	Q4 2021 Held for 3y 11m	$5.67T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$469.4K 0.00% of portfolio	0.86% 35.7K shares	Q3 2022 Held for 3y 2m	$1.57T
Montz Harcus Wealth Management LLC RIA/Wealth	Christine Champagne Montz President	$394.5K 0.17% of portfolio	0.72% 30.0K shares	Q1 2025 Held for 8 months	$229.1M
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$301.0K 0.00% of portfolio	0.55% 22.8K shares	Q3 2024 Held for 1y 2m	$75.8B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	$282.7K 0.00% of portfolio	0.52% 21.5K shares	Q1 2024 Held for 1y 8m	$21.8B
S Summit Financial Wealth Advisors, LLC RIA/Wealth	Alvin R Anton CEO	$242.1K 0.04% of portfolio	0.44% 18.2K shares	Q1 2022 Held for 3y 8m	$645.3M
W WITTENBERG INVESTMENT MANAGEMENT, INC. RIA/Wealth	Joel Wittenberg President	$179.7K 0.07% of portfolio	0.33% 13.7K shares	Q3 2024 Held for 1y 2m	$250.3M

Net Capital Flow

Institutional buying and selling activity for CLST in Q3 2025

Traded: −$135.3K
Buyers: 4
Sellers: 8
Total Bought: +$534.2K
Total Sold: −$669.5K
Avg Position: $507.8K

Biggest Buyers

Institution	Net Bought	Current Position
S Stilwell Value LLC Hedge Fund•Activist	+$522.9K +39.6K shares	$1.6M 117.5K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$7.9K +600.0 shares	$301.0K 22.8K shares
B BlackRock, Inc. Institution	+$3.4K +260.0 shares	$859.2K 65.3K shares
BARCLAYS PLC Institution	+$26.0 +2.0 shares	$26.0 2.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
Kestra Advisory Services, LLC RIA/Wealth	−$433.7K −35.0K shares	Sold Off 0 shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$78.9K −6.0K shares	$52.6K 4.0K shares
VANGUARD GROUP INC Institution	−$53.7K −4.1K shares	$2.9M 219.8K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$52.4K −4.0K shares	$469.4K 35.7K shares
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	−$35.3K −2.7K shares	$2.6M 196.3K shares
UBS Group AG Institution	−$11.8K −900.0 shares	$60.4K 4.6K shares
American Capital Advisory, LLC RIA/Wealth	−$3.3K −250.0 shares	$1.6K 125.0 shares
BANK OF AMERICA CORP /DE/ Institution	−$512.6 −39.0 shares	$184.0 14.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited CLST in Q3 2025

New Positions: 1
New Value: $26.0
Exited Positions: 1
Exited Value: $433.7K

New Positions

Institution	Position Value
BARCLAYS PLC Institution	$26.0 2.0 shares

Exited Positions

Institution	Previous Position
Kestra Advisory Services, LLC RIA/Wealth	$433.7K 35.0K shares

Options Activity

Institutions with the largest Call and Put options positions in CLST as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with CLST as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
G GRAHAM CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Stash John Graham Managing Partner	2.67% $2.6M	4.74% 196.3K shares	Q1 2024 Held for 1y 8m	$96.5M
S Stilwell Value LLC Hedge Fund•Activist	Ravi Bipin Shah CFO	0.55% $1.6M	2.84% 117.5K shares	Q1 2022 Held for 3y 8m	$280.8M
Montz Harcus Wealth Management LLC RIA/Wealth	Christine Champagne Montz President	0.17% $394.5K	0.72% 30.0K shares	Q1 2025 Held for 8 months	$229.1M
R RAFFLES ASSOCIATES LP Hedge Fund•Value	Paul H. O'Leary Managing Partner	0.13% $139.3K	0.26% 10.6K shares	Q4 2021 Held for 3y 11m	$103.8M
W WITTENBERG INVESTMENT MANAGEMENT, INC. RIA/Wealth	Joel Wittenberg President	0.07% $179.7K	0.33% 13.7K shares	Q3 2024 Held for 1y 2m	$250.3M
S Summit Financial Wealth Advisors, LLC RIA/Wealth	Alvin R Anton CEO	0.04% $242.1K	0.44% 18.2K shares	Q1 2022 Held for 3y 8m	$645.3M
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Bennett David Lindenbaum Managing Partner	0.01% $148.4K	0.27% 11.2K shares	Q4 2021 Held for 3y 11m	$2.2B
Goss Wealth Management LLC RIA/Wealth	Alexander Thomas Goss CEO	0.00% $282.7K	0.52% 21.5K shares	Q1 2024 Held for 1y 8m	$21.8B
American Capital Advisory, LLC RIA/Wealth	Matthew Ross Mcneal Managing Partner	0.00% $1.6K	0.00% 125.0 shares	Q4 2023 Held for 1y 11m	$215.5M
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	0.00% $301.0K	0.55% 22.8K shares	Q3 2024 Held for 1y 2m	$75.8B

Hedge Fund Spotlight

Discover hedge funds investing in CLST

Stilwell Value LLC

Hedge Fund • Activist

Portfolio ManagerRavi Bipin Shah

Portfolio Value: $280.8M
Positions: 30
Last Reported: Q3 2025

Sector Allocation

Position in Catalyst Bancorp, Inc.

Market Value: $1.6M
Shares Held: 117.5K
Portfolio Weight: 0.55%
Owned Since: 2022-Q1

Top Holding	Sector	Market Value	Weight
1 Kingsway Financial Services KFS	Auto - Dealerships Consumer Cyclical	$77.5M	27.59%
2 WHLRL Wheeler Real Estate Investment Trust, Inc. WHLRL	REIT - Retail Real Estate	$71.3M	25.39%
3 WHLRL Wheeler Real Estate Investment Trust WHLRL	ETF ETF	$71.3M	25.39%

View full profile

Catalyst Bancorp, Inc.

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Catalyst Bancorp, Inc.

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