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Independent Advisor Alliance’s East-West Bancorp EWBC Stock Holding History

Independent Advisor Alliance’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 		$290K Buy
2,243
+240
+12% +$29.5K 0.01% 842
2026
Q1 		$214K Buy
2,003
+157
+9% +$17.7K ﹤0.01% 1470
2025
Q4 		$207K Buy
+1,846
New +$196K 0.01% 928
2024
Q1 		– Sell
-2,833
Closed -$204K – 711
2023
Q4 		$204K Buy
+2,833
New +$171K 0.01% 641

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 $3.38T 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

Independent Advisor Alliance's EWBC Position: Q2 2026 in Review

Independent Advisor Alliance increased its East-West Bancorp (EWBC) stake by 12% in Q2 2026, buying an estimated $29.5K and bringing the position to 2,243 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #842.

Independent Advisor Alliance first reported a position in EWBC in Q4 2023 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Independent Advisor Alliance held 2,243 shares of East-West Bancorp worth $290K as of Q2 2026.
  • Independent Advisor Alliance bought 240 East-West Bancorp shares in Q2 2026, an estimated $29.5K.
  • East-West Bancorp made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #842 holding.
  • Independent Advisor Alliance first reported a position in East-West Bancorp in Q4 2023 and has held it in 4 quarters since.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.