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Naviter Wealth’s East-West Bancorp EWBC Stock Holding History

Naviter Wealth’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
Q4 		– Sell
-1,900
Closed -$202K – 277
2025
Q3 		$202K Buy
+1,900
New +$200K 0.02% 256
2022
Q3 		– Sell
-3,186
Closed -$206K – 187
2022
Q2 		$206K Sell
3,186
-41,549
-93% -$2.98M 0.08% 174
2022
Q1 		$3.54M Buy
44,735
+1,952
+5% +$165K 1.18% 25
2021
Q4 		$3.37M Buy
+42,783
New +$3.44M 1.01% 33

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

Naviter Wealth's EWBC Position: Q4 2025 in Review

Naviter Wealth sold out of East-West Bancorp (EWBC) in Q4 2025, closing a stake of 1,900 shares — an estimated $202K sold.

Naviter Wealth first reported a position in EWBC in Q4 2021 and held it in 4 quarters. The position peaked at $3.54M in Q1 2022. 583 funds tracked by Wall St. Rank hold EWBC as of Q4 2025.

  • Naviter Wealth reported no remaining East-West Bancorp position as of Q4 2025 after selling out during the quarter.
  • Naviter Wealth sold 1,900 East-West Bancorp shares in Q4 2025, an estimated $202K.
  • Naviter Wealth first reported a position in East-West Bancorp in Q4 2021 and held it in 4 quarters.
  • Naviter Wealth's East-West Bancorp position peaked at $3.54M in Q1 2022.
  • 583 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2025.

Based on Naviter Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.