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Mount Yale Investment Advisors’s East-West Bancorp EWBC Stock Holding History

Mount Yale Investment 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
Q1 		$240K Buy
+2,251
New +$254K 0.01% 990
2025
Q3 		– Sell
-143
Closed -$14.4K – 960
2025
Q2 		$14.4K Buy
+143
New +$12.7K ﹤0.01% 1093

Other funds holding EWBC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Mount Yale Investment Advisors's EWBC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in East-West Bancorp (EWBC) in Q1 2026: 2,251 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in EWBC as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in EWBC in Q2 2025 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold EWBC as of Q1 2026.

  • Mount Yale Investment Advisors held 2,251 shares of East-West Bancorp worth $240K as of Q1 2026.
  • East-West Bancorp was a new Mount Yale Investment Advisors position in Q1 2026.
  • East-West Bancorp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #990 holding.
  • Mount Yale Investment Advisors first reported a position in East-West Bancorp in Q2 2025 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.