Forum Financial Management’s East-West Bancorp EWBC Stock Holding History

Forum Financial Management’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 Q1	–	Sell	-4,562	Closed	-$513K	–	555
2025 Q4	$513K	Hold	4,562	–	–	0.01%	457
2025 Q3	$486K	Buy	4,562 +497	+12%	+$52.3K	0.01%	467
2025 Q2	$410K	Buy	4,065 +307	+8%	+$27.2K	0.01%	495
2025 Q1	$337K	Sell	3,758 -5	-0.1%	-$477	0.01%	538
2024 Q4	$360K	Buy	3,763 +188	+5%	+$18.4K	0.01%	516
2024 Q3	$296K	Buy	3,575 +1	+0%	+$80	﹤0.01%	524
2024 Q2	$262K	Buy	3,574 +6	+0.2%	+$445	﹤0.01%	536
2024 Q1	$282K	Hold	3,568	–	–	﹤0.01%	524
2023 Q4	$257K	Buy	+3,568	New	+$215K	﹤0.01%	528
2023 Q2	–	Sell	-3,768	Closed	-$209K	–	668
2023 Q1	$209K	Hold	3,768	–	–	0.01%	549
2022 Q4	$248K	Hold	3,768	–	–	0.01%	459
2022 Q3	$253K	Hold	3,768	–	–	0.01%	405
2022 Q2	$244K	Buy	3,768 +299	+9%	+$21.5K	0.01%	437
2022 Q1	$274K	Hold	3,469	–	–	0.01%	435
2021 Q4	$273K	Buy	+3,469	New	+$279K	0.01%	460

Other funds holding EWBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Forum Financial Management's EWBC Position: Q1 2026 in Review

Forum Financial Management sold out of East-West Bancorp (EWBC) in Q1 2026, closing a stake of 4,562 shares — an estimated $513K sold.

Forum Financial Management first reported a position in EWBC in Q4 2021 and held it in 15 quarters. The position peaked at $513K in Q4 2025. 603 funds tracked by Wall St. Rank hold EWBC as of Q1 2026.

Forum Financial Management reported no remaining East-West Bancorp position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 4,562 East-West Bancorp shares in Q1 2026, an estimated $513K.
Forum Financial Management first reported a position in East-West Bancorp in Q4 2021 and held it in 15 quarters.
Forum Financial Management's East-West Bancorp position peaked at $513K in Q4 2025.
603 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.