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Dakota Wealth Management’s East-West Bancorp EWBC Stock Holding History

Dakota Wealth Management’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 		$822K Buy
6,364
+3
+0% +$369 0.02% 471
2026
Q1 		$679K Sell
6,361
-355
-5% -$40K 0.01% 478
2025
Q4 		$755K Buy
+6,716
New +$713K 0.01% 466

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

Dakota Wealth Management's EWBC Position: Q2 2026 in Review

Dakota Wealth Management increased its East-West Bancorp (EWBC) stake by 0.05% in Q2 2026, buying an estimated $369 and bringing the position to 6,364 shares worth $822K. The position accounts for 0.02% of the portfolio, ranked #471.

Dakota Wealth Management first reported a position in EWBC in Q4 2025 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Dakota Wealth Management held 6,364 shares of East-West Bancorp worth $822K as of Q2 2026.
  • Dakota Wealth Management bought 3 East-West Bancorp shares in Q2 2026, an estimated $369.
  • East-West Bancorp made up 0.02% of Dakota Wealth Management's portfolio in Q2 2026, its #471 holding.
  • Dakota Wealth Management first reported a position in East-West Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.