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Avantax Advisory Services’s East-West Bancorp EWBC Stock Holding History

Avantax Advisory Services’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 		$621K Buy
+6,149
New +$545K ﹤0.01% 1465
2023
Q2 		– Sell
-5,013
Closed -$278K – 1528
2023
Q1 		$278K Hold
5,013
– – ﹤0.01% 1188
2022
Q4 		$330K Buy
+5,013
New +$343K ﹤0.01% 1053

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avantax Advisory Services's EWBC Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in East-West Bancorp (EWBC) in Q2 2025: 6,149 shares worth $621K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in EWBC as recently as Q1 2023.

Avantax Advisory Services first reported a position in EWBC in Q4 2022 and has held it in 3 quarters since. 523 funds tracked by Wall St. Rank hold EWBC as of Q2 2025.

  • Avantax Advisory Services held 6,149 shares of East-West Bancorp worth $621K as of Q2 2025.
  • East-West Bancorp was a new Avantax Advisory Services position in Q2 2025.
  • East-West Bancorp made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1465 holding.
  • Avantax Advisory Services first reported a position in East-West Bancorp in Q4 2022 and has held it in 3 quarters since.
  • 523 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.