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Pinnacle Wealth Planning Services’s East-West Bancorp EWBC Stock Holding History

Pinnacle Wealth Planning Services’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 		$12.9K Hold
100
– – ﹤0.01% 1973
2026
Q1 		$10.7K Sell
100
-721
-88% -$81.3K ﹤0.01% 1968
2025
Q4 		$92.3K Buy
+821
New +$87.1K 0.01% 826
2021
Q1 		– Sell
-18
Closed -$1K – 874
2020
Q4 		$1K Buy
+18
New +$764 ﹤0.01% 2107

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

Pinnacle Wealth Planning Services's EWBC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its East-West Bancorp (EWBC) position steady in Q2 2026 at 100 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Pinnacle Wealth Planning Services first reported a position in EWBC in Q4 2020 and has held it in 4 quarters since. The position peaked at $92.3K in Q4 2025. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 100 shares of East-West Bancorp worth $12.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its East-West Bancorp share count unchanged in Q2 2026.
  • East-West Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1973 holding.
  • Pinnacle Wealth Planning Services first reported a position in East-West Bancorp in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's East-West Bancorp position peaked at $92.3K in Q4 2025.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

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