Concord Wealth Partners’s East-West Bancorp EWBC Stock Holding History

Concord Wealth Partners’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	$7.36K	Buy	+57	New	+$7K	﹤0.01%	612
2026 Q1	–	Sell	-57	Closed	-$6.41K	–	379
2025 Q4	$6.41K	Hold	57	–	–	﹤0.01%	592
2025 Q3	$6.07K	Hold	57	–	–	﹤0.01%	589
2025 Q2	$5.76K	Hold	57	–	–	﹤0.01%	611
2025 Q1	$5.12K	Hold	57	–	–	﹤0.01%	579
2024 Q4	$5.46K	Hold	57	–	–	﹤0.01%	592
2024 Q3	$4.72K	Hold	57	–	–	﹤0.01%	645
2024 Q2	$4.17K	Hold	57	–	–	﹤0.01%	594
2024 Q1	$4.51K	Hold	57	–	–	﹤0.01%	665
2023 Q4	$4.1K	Sell	57 -121	-68%	-$7.29K	﹤0.01%	660
2023 Q3	$9.38K	Hold	178	–	–	﹤0.01%	629
2023 Q2	$9.4K	Buy	178 +45	+34%	+$2.28K	﹤0.01%	611
2023 Q1	$7.38K	Sell	133 -45	-25%	-$3.11K	﹤0.01%	629
2022 Q4	$11.7K	Buy	+178	New	+$12.2K	﹤0.01%	614
2022 Q3	–	Sell	-178	Closed	-$12K	–	466
2022 Q2	$12K	Buy	178 +26	+17%	+$1.87K	﹤0.01%	650
2022 Q1	$12K	Sell	152 -17	-10%	-$1.44K	﹤0.01%	730
2021 Q4	$13K	Buy	169 +93	+122%	+$7.48K	﹤0.01%	729
2021 Q3	$6K	Sell	76 -105	-58%	-$7.64K	﹤0.01%	547
2021 Q2	$13K	Buy	181 +76	+72%	+$5.65K	﹤0.01%	576
2021 Q1	$8K	Buy	+105	New	+$7.14K	﹤0.01%	607

Other funds holding EWBC

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Concord Wealth Partners's EWBC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in East-West Bancorp (EWBC) in Q2 2026: 57 shares worth $7.36K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EWBC as recently as Q4 2025.

Concord Wealth Partners first reported a position in EWBC in Q1 2021 and has held it in 20 quarters since. The position peaked at $13K in Q4 2021. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

Concord Wealth Partners held 57 shares of East-West Bancorp worth $7.36K as of Q2 2026.
East-West Bancorp was a new Concord Wealth Partners position in Q2 2026.
East-West Bancorp made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #612 holding.
Concord Wealth Partners first reported a position in East-West Bancorp in Q1 2021 and has held it in 20 quarters since.
Concord Wealth Partners's East-West Bancorp position peaked at $13K in Q4 2021.
648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.