Addison Advisors’s East-West Bancorp EWBC Stock Holding History

Addison Advisors’s Portfolio EWBC Stock Details EWBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.4K	Hold	135	–	–	﹤0.01%	595
2025 Q4	$15.2K	Hold	135	–	–	﹤0.01%	571
2025 Q3	$14.4K	Hold	135	–	–	﹤0.01%	584
2025 Q2	$13.6K	Hold	135	–	–	﹤0.01%	589
2025 Q1	$12.1K	Sell	135 -15	-10%	-$1.43K	﹤0.01%	555
2024 Q4	$14.4K	Hold	150	–	–	﹤0.01%	546
2024 Q3	$12.4K	Hold	150	–	–	﹤0.01%	568
2024 Q2	$11K	Hold	150	–	–	﹤0.01%	555
2024 Q1	$11.9K	Hold	150	–	–	﹤0.01%	504
2023 Q4	$10.8K	Hold	150	–	–	﹤0.01%	507
2023 Q3	$7.91K	Hold	150	–	–	﹤0.01%	505
2023 Q2	$7.92K	Hold	150	–	–	﹤0.01%	496
2023 Q1	$8.32K	Hold	150	–	–	﹤0.01%	478
2022 Q4	$9.88K	Hold	150	–	–	0.01%	444
2022 Q3	$10K	Hold	150	–	–	0.01%	449
2022 Q2	$10K	Hold	150	–	–	0.01%	440
2022 Q1	$12K	Hold	150	–	–	0.01%	455
2021 Q4	$12K	Hold	150	–	–	0.01%	391
2021 Q3	$12K	Hold	150	–	–	0.01%	297
2021 Q2	$11K	Buy	+150	New	+$11.2K	0.01%	295
2020 Q4	$8K	Buy	+150	New	+$6.37K	0.01%	300

Other funds holding EWBC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return