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Orion Portfolio Solutions’s East-West Bancorp EWBC Stock Holding History

Orion Portfolio Solutions’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
Q1 		$951K Sell
10,599
-292
-3% -$27.9K 0.01% 1111
2024
Q4 		$1.04M Sell
10,891
-436
-4% -$42.8K 0.01% 1031
2024
Q3 		$937K Buy
11,327
+2,328
+26% +$187K 0.01% 1071
2024
Q2 		$659K Sell
8,999
-477
-5% -$35.4K 0.01% 1176
2024
Q1 		$750K Sell
9,476
-712
-7% -$52.1K 0.01% 1111
2023
Q4 		$745K Sell
10,188
-544
-5% -$32.8K 0.01% 1064
2023
Q3 		$566K Sell
10,732
-608
-5% -$34.2K 0.01% 1159
2023
Q2 		$599K Buy
11,340
+1,449
+15% +$73.5K 0.01% 1153
2023
Q1 		$549K Buy
+9,891
New +$683K 0.01% 1105
2020
Q3 		– Sell
-327
Closed -$12K – 921
2020
Q2 		$12K Sell
327
-392
-55% -$13.1K ﹤0.01% 1129
2020
Q1 		$19K Sell
719
-454
-39% -$18.9K ﹤0.01% 849
2019
Q4 		$57K Buy
+1,173
New +$52.9K ﹤0.01% 532

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Orion Portfolio Solutions's EWBC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its East-West Bancorp (EWBC) stake by 2.7% in Q1 2025, selling an estimated $27.9K and leaving 10,599 shares worth $951K. The position accounts for 0.01% of the portfolio, ranked #1111.

Orion Portfolio Solutions first reported a position in EWBC in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2024. 511 funds tracked by Wall St. Rank hold EWBC as of Q1 2025.

  • Orion Portfolio Solutions held 10,599 shares of East-West Bancorp worth $951K as of Q1 2025.
  • Orion Portfolio Solutions sold 292 East-West Bancorp shares in Q1 2025, an estimated $27.9K.
  • East-West Bancorp made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1111 holding.
  • Orion Portfolio Solutions first reported a position in East-West Bancorp in Q4 2019 and has held it in 12 quarters since.
  • Orion Portfolio Solutions's East-West Bancorp position peaked at $1.04M in Q4 2024.
  • 511 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.