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JFS Wealth Advisors’s East-West Bancorp EWBC Stock Holding History

JFS Wealth Advisors’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 		$24.5K Buy
190
+6
+3% +$737 ﹤0.01% 719
2026
Q1 		$19.6K Buy
184
+8
+5% +$902 ﹤0.01% 740
2025
Q4 		$19.8K Buy
176
+43
+32% +$4.56K ﹤0.01% 751
2025
Q3 		$14.2K Hold
133
– – ﹤0.01% 783
2025
Q2 		$13.4K Buy
133
+2
+2% +$177 ﹤0.01% 770
2025
Q1 		$11.8K Hold
131
– – ﹤0.01% 826
2024
Q4 		$12.5K Hold
131
– – ﹤0.01% 785
2024
Q3 		$10.8K Buy
131
+4
+3% +$321 ﹤0.01% 829
2024
Q2 		$9.3K Hold
127
– – ﹤0.01% 819
2024
Q1 		$10K Hold
127
– – ﹤0.01% 816
2023
Q4 		$9.14K Buy
127
+9
+8% +$542 ﹤0.01% 802
2023
Q3 		$6.22K Buy
118
+23
+24% +$1.29K ﹤0.01% 901
2023
Q2 		$5.02K Buy
+95
New +$4.82K ﹤0.01% 997
2023
Q1 		– Sell
-110
Closed -$7.25K – 1969
2022
Q4 		$7.25K Sell
110
-9
-8% -$616 ﹤0.01% 835
2022
Q3 		$8K Sell
119
-39
-25% -$2.77K ﹤0.01% 802
2022
Q2 		$10K Buy
158
+55
+53% +$3.95K ﹤0.01% 761
2022
Q1 		$8K Buy
103
+58
+129% +$4.89K ﹤0.01% 865
2021
Q4 		$4K Buy
+45
New +$3.62K ﹤0.01% 851

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

JFS Wealth Advisors's EWBC Position: Q2 2026 in Review

JFS Wealth Advisors increased its East-West Bancorp (EWBC) stake by 3.3% in Q2 2026, buying an estimated $737 and bringing the position to 190 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

JFS Wealth Advisors first reported a position in EWBC in Q4 2021 and has held it in 18 quarters since. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • JFS Wealth Advisors held 190 shares of East-West Bancorp worth $24.5K as of Q2 2026.
  • JFS Wealth Advisors bought 6 East-West Bancorp shares in Q2 2026, an estimated $737.
  • East-West Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #719 holding.
  • JFS Wealth Advisors first reported a position in East-West Bancorp in Q4 2021 and has held it in 18 quarters since.
  • 648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.