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Integrated Wealth Concepts’s East-West Bancorp EWBC Stock Holding History

Integrated Wealth Concepts’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 		$756K Buy
5,857
+313
+6% +$38.5K ﹤0.01% 1398
2026
Q1 		$592K Buy
+5,544
New +$625K ﹤0.01% 1438
2025
Q4 		– Sell
-2,504
Closed -$267K – 1759
2025
Q3 		$267K Buy
+2,504
New +$264K ﹤0.01% 1697

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

Integrated Wealth Concepts's EWBC Position: Q2 2026 in Review

Integrated Wealth Concepts increased its East-West Bancorp (EWBC) stake by 5.6% in Q2 2026, buying an estimated $38.5K and bringing the position to 5,857 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Integrated Wealth Concepts first reported a position in EWBC in Q3 2025 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Integrated Wealth Concepts held 5,857 shares of East-West Bancorp worth $756K as of Q2 2026.
  • Integrated Wealth Concepts bought 313 East-West Bancorp shares in Q2 2026, an estimated $38.5K.
  • East-West Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1398 holding.
  • Integrated Wealth Concepts first reported a position in East-West Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

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