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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
2026
Q2 		$224K Buy
+1,736
New +$213K 0.02% 289
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

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

Naviter Wealth's EWBC Position: Q2 2026 in Review

Naviter Wealth opened a new position in East-West Bancorp (EWBC) in Q2 2026: 1,736 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in EWBC as recently as Q3 2025.

Naviter Wealth first reported a position in EWBC in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.54M in Q1 2022. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Naviter Wealth held 1,736 shares of East-West Bancorp worth $224K as of Q2 2026.
  • East-West Bancorp was a new Naviter Wealth position in Q2 2026.
  • East-West Bancorp made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #289 holding.
  • Naviter Wealth first reported a position in East-West Bancorp in Q4 2021 and has held it in 5 quarters since.
  • Naviter Wealth's East-West Bancorp position peaked at $3.54M in Q1 2022.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.