Legacy Advisory Services’s East-West Bancorp EWBC Stock Holding History

Legacy Advisory Services’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 Q3	$515K	Sell	4,156 -177	-4%	-$23.1K	0.37%	48
2026 Q2	$559K	Buy	4,333 +46	+1%	+$5.65K	0.39%	26
2026 Q1	$458K	Sell	4,287 -2,537	-37%	-$286K	0.35%	30
2025 Q4	$767K	Sell	6,824 -170	-2%	-$18K	0.58%	18
2025 Q3	$745K	Hold	6,994	–	–	0.56%	19
2025 Q2	$706K	Hold	6,994	–	–	0.56%	16
2025 Q1	$628K	Buy	6,994 +2,036	+41%	+$194K	0.53%	19
2024 Q4	$475K	Hold	4,958	–	–	0.4%	37
2024 Q3	$410K	Hold	4,958	–	–	0.35%	39
2024 Q2	$363K	Sell	4,958 -278	-5%	-$20.6K	0.33%	38
2024 Q1	$414K	Sell	5,236 -88	-2%	-$6.44K	0.39%	37
2023 Q4	$383K	Buy	+5,324	New	+$321K	0.4%	36

Other funds holding EWBC

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Legacy Advisory Services's EWBC Position: Q3 2026 in Review

Legacy Advisory Services reduced its East-West Bancorp (EWBC) stake by 4.1% in Q3 2026, selling an estimated $23.1K and leaving 4,156 shares worth $515K. The position accounts for 0.37% of the portfolio, ranked #48.

Legacy Advisory Services first reported a position in EWBC in Q4 2023 and has held it in 12 quarters since. The position peaked at $767K in Q4 2025. 120 funds tracked by Wall St. Rank hold EWBC as of Q3 2026.

Legacy Advisory Services held 4,156 shares of East-West Bancorp worth $515K as of Q3 2026.
Legacy Advisory Services sold 177 East-West Bancorp shares in Q3 2026, an estimated $23.1K.
East-West Bancorp made up 0.37% of Legacy Advisory Services's portfolio in Q3 2026, its #48 holding.
Legacy Advisory Services first reported a position in East-West Bancorp in Q4 2023 and has held it in 12 quarters since.
Legacy Advisory Services's East-West Bancorp position peaked at $767K in Q4 2025.
120 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.