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Kelleher Financial Advisors’s East-West Bancorp EWBC Stock Holding History

Kelleher Financial 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 		$37.2K Hold
288
– – 0.01% 475
2026
Q1 		$29.1K Hold
288
– – 0.01% 441
2025
Q4 		$32.4K Hold
288
– – 0.01% 456
2025
Q3 		$30.7K Buy
+288
New +$30.3K 0.01% 386

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

Kelleher Financial Advisors's EWBC Position: Q2 2026 in Review

Kelleher Financial Advisors held its East-West Bancorp (EWBC) position steady in Q2 2026 at 288 shares worth $37.2K. The position accounts for 0.01% of the portfolio, ranked #475.

Kelleher Financial Advisors first reported a position in EWBC in Q3 2025 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Kelleher Financial Advisors held 288 shares of East-West Bancorp worth $37.2K as of Q2 2026.
  • Kelleher Financial Advisors left its East-West Bancorp share count unchanged in Q2 2026.
  • East-West Bancorp made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #475 holding.
  • Kelleher Financial Advisors first reported a position in East-West Bancorp in Q3 2025 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 Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.