Gradient Investments’s East-West Bancorp EWBC Stock Holding History

Gradient Investments’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 Q3	$2.25M	Sell	18,116 -401	-2%	-$52.3K	0.03%	249
2026 Q2	$2.39M	Buy	18,517 +1,830	+11%	+$225K	0.03%	247
2026 Q1	$1.78M	Buy	+16,687	New	+$1.88M	0.03%	263
2024 Q3	–	Sell	-12	Closed	-$879	–	624
2024 Q2	$879	Hold	12	–	–	﹤0.01%	1095
2024 Q1	$949	Hold	12	–	–	﹤0.01%	921
2023 Q4	$863	Hold	12	–	–	﹤0.01%	1471
2023 Q3	$633	Hold	12	–	–	﹤0.01%	1501
2023 Q2	$633	Hold	12	–	–	﹤0.01%	1489
2023 Q1	$666	Buy	+12	New	+$828	﹤0.01%	1251

Other funds holding EWBC

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Gradient Investments's EWBC Position: Q3 2026 in Review

Gradient Investments reduced its East-West Bancorp (EWBC) stake by 2.2% in Q3 2026, selling an estimated $52.3K and leaving 18,116 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #249.

Gradient Investments first reported a position in EWBC in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.39M in Q2 2026. 20 funds tracked by Wall St. Rank hold EWBC as of Q3 2026.

Gradient Investments held 18,116 shares of East-West Bancorp worth $2.25M as of Q3 2026.
Gradient Investments sold 401 East-West Bancorp shares in Q3 2026, an estimated $52.3K.
East-West Bancorp made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #249 holding.
Gradient Investments first reported a position in East-West Bancorp in Q1 2023 and has held it in 9 quarters since.
Gradient Investments's East-West Bancorp position peaked at $2.39M in Q2 2026.
20 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.