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

Elevation 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
Q3 		$18.2K Hold
147
– – 0.01% 715
2026
Q2 		$19K Hold
147
– – 0.01% 610
2026
Q1 		$15.7K Buy
147
+140
+2,000% +$15.8K 0.01% 429
2025
Q4 		$787 Buy
+7
New +$743 ﹤0.01% 883

Other funds holding EWBC

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's EWBC Position: Q3 2026 in Review

Elevation Wealth Partners held its East-West Bancorp (EWBC) position steady in Q3 2026 at 147 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #715.

Elevation Wealth Partners first reported a position in EWBC in Q4 2025 and has held it in 4 quarters since. The position peaked at $19K in Q2 2026. 20 funds tracked by Wall St. Rank hold EWBC as of Q3 2026.

  • Elevation Wealth Partners held 147 shares of East-West Bancorp worth $18.2K as of Q3 2026.
  • Elevation Wealth Partners left its East-West Bancorp share count unchanged in Q3 2026.
  • East-West Bancorp made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #715 holding.
  • Elevation Wealth Partners first reported a position in East-West Bancorp in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's East-West Bancorp position peaked at $19K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.