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Phillips Wealth Planners’s East-West Bancorp EWBC Stock Holding History

Phillips Wealth Planners’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 		$446K Sell
3,419
-38
-1% -$4.67K 0.33% 96
2026
Q1 		$421K Sell
3,457
-147
-4% -$16.6K 0.32% 103
2025
Q4 		$416K Sell
3,604
-94
-3% -$9.98K 0.33% 96
2025
Q3 		$397K Sell
3,698
-179
-5% -$18.8K 0.33% 102
2025
Q2 		$419K Sell
3,877
-162
-4% -$14.4K 0.38% 87
2025
Q1 		$291K Sell
4,039
-46
-1% -$4.39K 0.31% 112
2024
Q4 		$382K Sell
4,085
-58
-1% -$5.69K 0.38% 82
2024
Q3 		$380K Sell
4,143
-221
-5% -$17.7K 0.36% 97
2024
Q2 		$317K Sell
4,364
-106
-2% -$7.86K 0.33% 107
2024
Q1 		$319K Sell
4,470
-45
-1% -$3.29K 0.37% 101
2023
Q4 		$313K Sell
4,515
-25
-0.6% -$1.5K 0.38% 92
2023
Q3 		$241K Sell
4,540
-47
-1% -$2.64K 0.33% 122
2023
Q2 		$242K Buy
4,587
+456
+11% +$23.1K 0.32% 119
2023
Q1 		$209K Buy
4,131
+30
+0.7% +$2.07K 0.28% 139
2022
Q4 		$320K Buy
+4,101
New +$281K 0.56% 66

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

Phillips Wealth Planners's EWBC Position: Q2 2026 in Review

Phillips Wealth Planners reduced its East-West Bancorp (EWBC) stake by 1.1% in Q2 2026, selling an estimated $4.67K and leaving 3,419 shares worth $446K. The position accounts for 0.33% of the portfolio, ranked #96.

Phillips Wealth Planners first reported a position in EWBC in Q4 2022 and has held it in 15 quarters since. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Phillips Wealth Planners held 3,419 shares of East-West Bancorp worth $446K as of Q2 2026.
  • Phillips Wealth Planners sold 38 East-West Bancorp shares in Q2 2026, an estimated $4.67K.
  • East-West Bancorp made up 0.33% of Phillips Wealth Planners's portfolio in Q2 2026, its #96 holding.
  • Phillips Wealth Planners first reported a position in East-West Bancorp in Q4 2022 and has held it in 15 quarters since.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

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