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Everhart Financial Group’s East-West Bancorp EWBC Stock Holding History

Everhart Financial Group’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 		$478K Sell
3,699
-87
-2% -$10.7K 0.03% 285
2026
Q1 		$404K Buy
3,786
+1,527
+68% +$172K 0.03% 315
2025
Q4 		$254K Buy
2,259
+151
+7% +$16K 0.02% 361
2025
Q3 		$224K Buy
+2,108
New +$222K 0.02% 362

Other funds holding EWBC

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Everhart Financial Group's EWBC Position: Q2 2026 in Review

Everhart Financial Group reduced its East-West Bancorp (EWBC) stake by 2.3% in Q2 2026, selling an estimated $10.7K and leaving 3,699 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #285.

Everhart Financial Group first reported a position in EWBC in Q3 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Everhart Financial Group held 3,699 shares of East-West Bancorp worth $478K as of Q2 2026.
  • Everhart Financial Group sold 87 East-West Bancorp shares in Q2 2026, an estimated $10.7K.
  • East-West Bancorp made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #285 holding.
  • Everhart Financial Group first reported a position in East-West Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 104 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.