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

EverSource 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 		$380K Sell
2,942
-174
-6% -$21.4K 0.01% 694
2026
Q1 		$333K Buy
3,116
+504
+19% +$56.8K 0.01% 798
2025
Q4 		$294K Buy
2,612
+10
+0.4% +$1.06K 0.01% 768
2025
Q3 		$277K Buy
2,602
+108
+4% +$11.4K 0.01% 756
2025
Q2 		$252K Buy
2,494
+1,842
+283% +$163K 0.01% 759
2025
Q1 		$58.6K Buy
652
+145
+29% +$13.8K ﹤0.01% 1167
2024
Q4 		$48.5K Sell
507
-7
-1% -$687 ﹤0.01% 1204
2024
Q3 		$42.5K Sell
514
-67
-12% -$5.37K ﹤0.01% 1133
2024
Q2 		$51.1K Sell
581
-131
-18% -$9.72K ﹤0.01% 1077
2024
Q1 		$53K Buy
712
+46
+7% +$3.37K ﹤0.01% 964
2023
Q4 		$47.9K Buy
666
+230
+53% +$13.8K ﹤0.01% 917
2023
Q3 		$23K Sell
436
-124
-22% -$6.97K ﹤0.01% 1078
2023
Q2 		$29.6K Buy
560
+88
+19% +$4.47K ﹤0.01% 1012
2023
Q1 		$26.2K Buy
472
+68
+17% +$4.69K ﹤0.01% 991
2022
Q4 		$26.7K Sell
404
-47
-10% -$3.22K ﹤0.01% 977
2022
Q3 		$30K Sell
451
-53
-11% -$3.77K 0.01% 767
2022
Q2 		$33K Buy
504
+39
+8% +$2.8K 0.01% 699
2022
Q1 		$37K Buy
465
+417
+869% +$35.2K 0.01% 519
2021
Q4 		$4K Buy
+48
New +$3.86K ﹤0.01% 1325

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

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

EverSource Wealth Advisors reduced its East-West Bancorp (EWBC) stake by 5.6% in Q2 2026, selling an estimated $21.4K and leaving 2,942 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #694.

EverSource Wealth Advisors first reported a position in EWBC in Q4 2021 and has held it in 19 quarters since. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • EverSource Wealth Advisors held 2,942 shares of East-West Bancorp worth $380K as of Q2 2026.
  • EverSource Wealth Advisors sold 174 East-West Bancorp shares in Q2 2026, an estimated $21.4K.
  • East-West Bancorp made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #694 holding.
  • EverSource Wealth Advisors first reported a position in East-West Bancorp in Q4 2021 and has held it in 19 quarters since.
  • 648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.