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Evolve Private Wealth’s East-West Bancorp EWBC Stock Holding History

Evolve Private Wealth’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
-4,041
Closed -$431K – 1077
2026
Q1 		$431K Buy
4,041
+353
+10% +$39.8K 0.02% 640
2025
Q4 		$414K Buy
+3,688
New +$391K 0.02% 607

Other funds holding EWBC

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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 $3.38T AUM 44.17% 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

Evolve Private Wealth's EWBC Position: Q2 2026 in Review

Evolve Private Wealth sold out of East-West Bancorp (EWBC) in Q2 2026, closing a stake of 4,041 shares — an estimated $431K sold.

Evolve Private Wealth first reported a position in EWBC in Q4 2025 and held it in 2 quarters. The position peaked at $431K in Q1 2026. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Evolve Private Wealth reported no remaining East-West Bancorp position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 4,041 East-West Bancorp shares in Q2 2026, an estimated $431K.
  • Evolve Private Wealth first reported a position in East-West Bancorp in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's East-West Bancorp position peaked at $431K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

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