Key Financial Inc’s East-West Bancorp EWBC Stock Holding History

Key Financial Inc’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	–	Sell	-18	Closed	-$1.92K	–	1377
2026 Q1	$1.92K	Hold	18	–	–	﹤0.01%	1177
2025 Q4	$2.02K	Hold	18	–	–	﹤0.01%	1171
2025 Q3	$1.9K	Hold	18	–	–	﹤0.01%	1199
2025 Q2	$1.82K	Hold	18	–	–	﹤0.01%	1198
2025 Q1	$1.62K	Hold	18	–	–	﹤0.01%	1168
2024 Q4	$1.72K	Hold	18	–	–	﹤0.01%	1169
2024 Q3	$1.49K	Hold	18	–	–	﹤0.01%	1142
2024 Q2	$1.32K	Hold	18	–	–	﹤0.01%	1149
2024 Q1	$1.42K	Hold	18	–	–	﹤0.01%	1141
2023 Q4	$1.29K	Hold	18	–	–	﹤0.01%	1149
2023 Q3	$949	Hold	18	–	–	﹤0.01%	1201
2023 Q2	$950	Hold	18	–	–	﹤0.01%	1247
2023 Q1	$999	Hold	18	–	–	﹤0.01%	1033
2022 Q4	$1.21K	Hold	18	–	–	﹤0.01%	1010
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1021
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1009
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	998
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	884
2021 Q3	$1K	Buy	+18	New	+$1.31K	﹤0.01%	859

Other funds holding EWBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Key Financial Inc's EWBC Position: Q2 2026 in Review

Key Financial Inc sold out of East-West Bancorp (EWBC) in Q2 2026, closing a stake of 18 shares — an estimated $1.92K sold.

Key Financial Inc first reported a position in EWBC in Q3 2021 and held it in 19 quarters. The position peaked at $2.02K in Q4 2025. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

Key Financial Inc reported no remaining East-West Bancorp position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 18 East-West Bancorp shares in Q2 2026, an estimated $1.92K.
Key Financial Inc first reported a position in East-West Bancorp in Q3 2021 and held it in 19 quarters.
Key Financial Inc's East-West Bancorp position peaked at $2.02K in Q4 2025.
648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.