Planning Strategies
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Planning Strategies’s East-West Bancorp EWBC Stock Holding History

Planning Strategies’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
Q3 		$1.74K Hold
14
– – ﹤0.01% 671
2026
Q2 		$1.81K Buy
+14
New +$1.72K ﹤0.01% 617

Other funds holding EWBC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Planning Strategies's EWBC Position: Q3 2026 in Review

Planning Strategies held its East-West Bancorp (EWBC) position steady in Q3 2026 at 14 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Planning Strategies first reported a position in EWBC in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.81K in Q2 2026. 540 funds tracked by Wall St. Rank hold EWBC as of Q3 2026.

  • Planning Strategies held 14 shares of East-West Bancorp worth $1.74K as of Q3 2026.
  • Planning Strategies left its East-West Bancorp share count unchanged in Q3 2026.
  • East-West Bancorp made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #671 holding.
  • Planning Strategies first reported a position in East-West Bancorp in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's East-West Bancorp position peaked at $1.81K in Q2 2026.
  • 540 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.