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

Clearstead 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
Q2 		$329K Buy
2,551
+429
+20% +$52.7K ﹤0.01% 901
2026
Q1 		$227K Sell
2,122
-1,925
-48% -$217K ﹤0.01% 962
2025
Q4 		$455K Buy
4,047
+1,323
+49% +$140K 0.01% 680
2025
Q3 		$290K Buy
2,724
+91
+3% +$9.58K ﹤0.01% 793
2025
Q2 		$266K Buy
2,633
+262
+11% +$23.2K ﹤0.01% 808
2025
Q1 		$213K Buy
2,371
+300
+14% +$28.6K ﹤0.01% 814
2024
Q4 		$198K Sell
2,071
-496
-19% -$48.7K ﹤0.01% 863
2024
Q3 		$212K Sell
2,567
-247
-9% -$19.8K ﹤0.01% 841
2024
Q2 		$206K Buy
2,814
+2,238
+389% +$166K ﹤0.01% 812
2024
Q1 		$44.5K Sell
576
-350
-38% -$25.6K ﹤0.01% 794
2023
Q4 		$66.6K Buy
926
+698
+306% +$42K ﹤0.01% 678
2023
Q3 		$12K Buy
+228
New +$12.8K ﹤0.01% 1091
2021
Q4 		– Sell
-223
Closed -$17K – 1324
2021
Q3 		$17K Buy
+223
New +$16.2K ﹤0.01% 860

Other funds holding EWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's EWBC Position: Q2 2026 in Review

Clearstead Advisors increased its East-West Bancorp (EWBC) stake by 20% in Q2 2026, buying an estimated $52.7K and bringing the position to 2,551 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Clearstead Advisors first reported a position in EWBC in Q3 2021 and has held it in 13 quarters since. The position peaked at $455K in Q4 2025. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Clearstead Advisors held 2,551 shares of East-West Bancorp worth $329K as of Q2 2026.
  • Clearstead Advisors bought 429 East-West Bancorp shares in Q2 2026, an estimated $52.7K.
  • East-West Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #901 holding.
  • Clearstead Advisors first reported a position in East-West Bancorp in Q3 2021 and has held it in 13 quarters since.
  • Clearstead Advisors's East-West Bancorp position peaked at $455K in Q4 2025.
  • 648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.