AssetMark Inc
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AssetMark Inc’s East-West Bancorp EWBC Stock Holding History

AssetMark Inc’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
Q2 		$1.51M Sell
11,695
-440
-4% -$54.1K ﹤0.01% 1010
2026
Q1 		$1.3M Sell
12,135
-1,358
-10% -$153K ﹤0.01% 982
2025
Q4 		$1.52M Sell
13,493
-1,293
-9% -$137K ﹤0.01% 926
2025
Q3 		$1.57M Buy
14,786
+14,411
+3,843% +$1.52M ﹤0.01% 882
2025
Q2 		$37.9K Buy
375
+241
+180% +$21.4K ﹤0.01% 1642
2025
Q1 		$12K Buy
134
+85
+173% +$8.11K ﹤0.01% 1815
2024
Q4 		$4.69K Buy
49
+20
+69% +$1.96K ﹤0.01% 1945
2024
Q3 		$2.4K Buy
+29
New +$2.33K ﹤0.01% 1848
2024
Q1 		– Sell
-24
Closed -$1.73K – 1989
2023
Q4 		$1.73K Buy
+24
New +$1.45K ﹤0.01% 1566
2021
Q2 		– Sell
-95
Closed -$7K – 1380
2021
Q1 		$7K Hold
95
– – ﹤0.01% 964
2020
Q4 		$5K Hold
95
– – ﹤0.01% 1023
2020
Q3 		$3K Hold
95
– – ﹤0.01% 1044
2020
Q2 		$3K Sell
95
-5,900
-98% -$197K ﹤0.01% 1014
2020
Q1 		$154K Buy
5,995
+1,187
+25% +$49.4K ﹤0.01% 526
2019
Q4 		$234K Buy
4,808
+1,484
+45% +$66.9K ﹤0.01% 517
2019
Q3 		$147K Buy
3,324
+538
+19% +$23.6K ﹤0.01% 548
2019
Q2 		$130K Buy
2,786
+348
+14% +$16.7K ﹤0.01% 551
2019
Q1 		$117K Sell
2,438
-4,607
-65% -$235K ﹤0.01% 544
2018
Q4 		$307K Sell
7,045
-134,183
-95% -$6.96M ﹤0.01% 393
2018
Q3 		$8.53M Buy
141,228
+4,393
+3% +$282K 0.08% 178
2018
Q2 		$8.92M Buy
136,835
+1,339
+1% +$90.6K 0.09% 172
2018
Q1 		$8.47M Sell
135,496
-11,912
-8% -$781K 0.09% 171
2017
Q4 		$8.97M Buy
147,408
+17,277
+13% +$1.03M 0.09% 166
2017
Q3 		$7.78M Buy
130,131
+129,813
+40,822% +$7.37M 0.09% 176
2017
Q2 		$19K Buy
318
+239
+303% +$13.2K ﹤0.01% 914
2017
Q1 		$4K Hold
79
– – ﹤0.01% 1047
2016
Q4 		$4K Sell
79
-1,083
-93% -$48.1K ﹤0.01% 1059
2016
Q3 		$43K Sell
1,162
-42,694
-97% -$1.5M ﹤0.01% 651
2016
Q2 		$1.5M Buy
43,856
+2,542
+6% +$91.7K 0.03% 238
2016
Q1 		$1.34M Sell
41,314
-11,867
-22% -$387K 0.02% 241
2015
Q4 		$2.21M Buy
53,181
+7,978
+18% +$328K 0.04% 206
2015
Q3 		$1.74M Buy
45,203
+14,429
+47% +$610K 0.04% 197
2015
Q2 		$1.38M Sell
30,774
-2,740
-8% -$117K 0.03% 253
2015
Q1 		$1.36M Buy
33,514
+33,512
+1,675,600% +$1.31M 0.03% 242
2014
Q4 		$0 Sell
2
-21
-91% -$761 ﹤0.01% 480
2014
Q3 		$1K Sell
23
-3
-12% -$104 ﹤0.01% 443
2014
Q2 		$1K Sell
26
-3,527
-99% -$122K ﹤0.01% 469
2014
Q1 		$130K Sell
3,553
-72,803
-95% -$2.56M ﹤0.01% 353
2013
Q4 		$2.67M Sell
76,356
-10,823
-12% -$367K 0.06% 142
2013
Q3 		$2.79M Buy
+87,179
New +$2.64M 0.07% 144

Other funds holding EWBC

MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AssetMark Inc's EWBC Position: Q2 2026 in Review

AssetMark Inc reduced its East-West Bancorp (EWBC) stake by 3.6% in Q2 2026, selling an estimated $54.1K and leaving 11,695 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

AssetMark Inc first reported a position in EWBC in Q3 2013 and has held it in 40 quarters since. The position peaked at $8.97M in Q4 2017. 215 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • AssetMark Inc held 11,695 shares of East-West Bancorp worth $1.51M as of Q2 2026.
  • AssetMark Inc sold 440 East-West Bancorp shares in Q2 2026, an estimated $54.1K.
  • East-West Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1010 holding.
  • AssetMark Inc first reported a position in East-West Bancorp in Q3 2013 and has held it in 40 quarters since.
  • AssetMark Inc's East-West Bancorp position peaked at $8.97M in Q4 2017.
  • 215 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.