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Marshall & Sterling Wealth Advisors’s East-West Bancorp EWBC Stock Holding History

Marshall & Sterling 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
2025
Q3 		– Sell
-72
Closed -$7.27K – 658
2025
Q2 		$7.27K Sell
72
-267
-79% -$23.7K ﹤0.01% 403
2025
Q1 		$30.4K Buy
339
+72
+27% +$6.87K 0.02% 216
2024
Q4 		$25.6K Buy
+267
New +$26.2K 0.02% 179

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EWBC Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of East-West Bancorp (EWBC) in Q3 2025, closing a stake of 72 shares — an estimated $7.27K sold.

Marshall & Sterling Wealth Advisors first reported a position in EWBC in Q4 2024 and held it in 3 quarters. The position peaked at $30.4K in Q1 2025. 534 funds tracked by Wall St. Rank hold EWBC as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining East-West Bancorp position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 72 East-West Bancorp shares in Q3 2025, an estimated $7.27K.
  • Marshall & Sterling Wealth Advisors first reported a position in East-West Bancorp in Q4 2024 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's East-West Bancorp position peaked at $30.4K in Q1 2025.
  • 534 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.