Atria Wealth Solutions’s East-West Bancorp EWBC Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-3,765	Closed	-$338K	–	1590
2025 Q1	$338K	Buy	3,765 +13	+0.3%	+$1.24K	﹤0.01%	1403
2024 Q4	$359K	Buy	3,752 +77	+2%	+$7.55K	﹤0.01%	1437
2024 Q3	$304K	Sell	3,675 -997	-21%	-$79.9K	﹤0.01%	1506
2024 Q2	$342K	Buy	4,672 +3	+0.1%	+$223	﹤0.01%	1433
2024 Q1	$369K	Sell	4,669 -101	-2%	-$7.39K	﹤0.01%	1412
2023 Q4	$343K	Buy	4,770 +3	+0.1%	+$181	﹤0.01%	1411
2023 Q3	$251K	Buy	4,767 +65	+1%	+$3.65K	﹤0.01%	1532
2023 Q2	$248K	Sell	4,702 -290	-6%	-$14.7K	﹤0.01%	1557
2023 Q1	$277K	Buy	+4,992	New	+$345K	﹤0.01%	1465
2022 Q2	–	Sell	-4,610	Closed	-$364K	–	1709
2022 Q1	$364K	Buy	+4,610	New	+$389K	0.01%	1227

Other funds holding EWBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Atria Wealth Solutions's EWBC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of East-West Bancorp (EWBC) in Q2 2025, closing a stake of 3,765 shares — an estimated $338K sold.

Atria Wealth Solutions first reported a position in EWBC in Q1 2022 and held it in 10 quarters. The position peaked at $369K in Q1 2024. 524 funds tracked by Wall St. Rank hold EWBC as of Q2 2025.

Atria Wealth Solutions reported no remaining East-West Bancorp position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 3,765 East-West Bancorp shares in Q2 2025, an estimated $338K.
Atria Wealth Solutions first reported a position in East-West Bancorp in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's East-West Bancorp position peaked at $369K in Q1 2024.
524 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.