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Marshall Financial Group (Maryland)’s East-West Bancorp EWBC Stock Holding History

Marshall Financial Group (Maryland)’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 		$1.68M Sell
13,033
-6,320
-33% -$776K 0.25% 82
2026
Q1 		$2.07M Buy
19,353
+241
+1% +$27.2K 0.33% 61
2025
Q4 		$2.15M Buy
+19,112
New +$2.03M 0.42% 51

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

Marshall Financial Group (Maryland)'s EWBC Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its East-West Bancorp (EWBC) stake by 33% in Q2 2026, selling an estimated $776K and leaving 13,033 shares worth $1.68M. The position accounts for 0.25% of the portfolio, ranked #82.

Marshall Financial Group (Maryland) first reported a position in EWBC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.15M in Q4 2025. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Marshall Financial Group (Maryland) held 13,033 shares of East-West Bancorp worth $1.68M as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 6,320 East-West Bancorp shares in Q2 2026, an estimated $776K.
  • East-West Bancorp made up 0.25% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #82 holding.
  • Marshall Financial Group (Maryland) first reported a position in East-West Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Marshall Financial Group (Maryland)'s East-West Bancorp position peaked at $2.15M in Q4 2025.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.