EWA
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EP Wealth Advisors’s East-West Bancorp EWBC Stock Holding History

EP Wealth 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 		– Sell
-10,452
Closed -$1.12M – 1770
2026
Q1 		$1.12M Buy
10,452
+291
+3% +$32.8K 0.01% 619
2025
Q4 		$1.14M Buy
+10,161
New +$1.08M 0.01% 588
2025
Q2 		$1.01M Buy
10,046
+438
+5% +$38.8K 0.01% 564
2025
Q1 		$862K Buy
9,608
+104
+1% +$9.92K 0.01% 543
2024
Q4 		$910K Sell
9,504
-185
-2% -$18.2K 0.01% 529
2024
Q3 		$802K Buy
9,689
+146
+2% +$11.7K 0.01% 551
2024
Q2 		$699K Sell
9,543
-263
-3% -$19.5K 0.01% 467
2024
Q1 		$776K Buy
9,806
+323
+3% +$23.6K 0.01% 426
2023
Q4 		$682K Sell
9,483
-1,438
-13% -$86.6K 0.01% 435
2023
Q3 		$576K Buy
10,921
+6,086
+126% +$342K 0.01% 434
2023
Q2 		$577K Sell
4,835
-34,266
-88% -$1.74M 0.01% 437
2023
Q1 		$3.23M Buy
39,101
+28,478
+268% +$1.97M 0.06% 177
2022
Q4 		$700K Sell
10,623
-1,421
-12% -$97.3K 0.01% 331
2022
Q3 		$809K Sell
12,044
-606
-5% -$43.1K 0.02% 250
2022
Q2 		$820K Buy
12,650
+489
+4% +$35.1K 0.02% 284
2022
Q1 		$961K Buy
12,161
+117
+1% +$9.87K 0.02% 277
2021
Q4 		$948K Buy
12,044
+2,500
+26% +$201K 0.02% 264
2021
Q3 		$740K Sell
9,544
-131
-1% -$9.53K 0.02% 271
2021
Q2 		$694K Hold
9,675
– – 0.02% 284
2021
Q1 		$714K Buy
9,675
+2,057
+27% +$140K 0.02% 270
2020
Q4 		$386K Buy
+7,618
New +$324K 0.01% 308
2018
Q1 		– Sell
-11,338
Closed -$690K – 209
2017
Q4 		$690K Buy
11,338
+3,602
+47% +$215K 0.07% 92
2017
Q3 		$462K Buy
7,736
+4
+0.1% +$227 0.05% 109
2017
Q2 		$453K Buy
7,732
+5
+0.1% +$275 0.06% 112
2017
Q1 		$399K Buy
7,727
+4
+0.1% +$210 0.06% 97
2016
Q4 		$334K Buy
7,723
+5
+0.1% +$222 0.05% 101
2016
Q3 		$283K Buy
+7,718
New +$272K 0.04% 108

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

EP Wealth Advisors's EWBC Position: Q2 2026 in Review

EP Wealth Advisors sold out of East-West Bancorp (EWBC) in Q2 2026, closing a stake of 10,452 shares — an estimated $1.12M sold.

EP Wealth Advisors first reported a position in EWBC in Q3 2016 and held it in 27 quarters. The position peaked at $3.23M in Q1 2023. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • EP Wealth Advisors reported no remaining East-West Bancorp position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 10,452 East-West Bancorp shares in Q2 2026, an estimated $1.12M.
  • EP Wealth Advisors first reported a position in East-West Bancorp in Q3 2016 and held it in 27 quarters.
  • EP Wealth Advisors's East-West Bancorp position peaked at $3.23M in Q1 2023.
  • 648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.