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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
Q2 		$245K Sell
1,896
-355
-16% -$43.6K ﹤0.01% 1068
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's EWBC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its East-West Bancorp (EWBC) stake by 16% in Q2 2026, selling an estimated $43.6K and leaving 1,896 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Mount Yale Investment Advisors first reported a position in EWBC in Q2 2025 and has held it in 3 quarters since. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Mount Yale Investment Advisors held 1,896 shares of East-West Bancorp worth $245K as of Q2 2026.
  • Mount Yale Investment Advisors sold 355 East-West Bancorp shares in Q2 2026, an estimated $43.6K.
  • East-West Bancorp made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1068 holding.
  • Mount Yale Investment Advisors first reported a position in East-West Bancorp in Q2 2025 and has held it in 3 quarters since.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.