Root Financial Partners
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Root Financial Partners’s East-West Bancorp EWBC Stock Holding History

Root Financial Partners’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 		$184K Buy
+1,485
New +$194K 0.01% 473
2026
Q2 		– Sell
-612
Closed -$65.3K – 1295
2026
Q1 		$65.3K Buy
612
+142
+30% +$16K ﹤0.01% 747
2025
Q4 		$52.8K Buy
470
+71
+18% +$7.54K ﹤0.01% 686
2025
Q3 		$42.5K Buy
+399
New +$42K ﹤0.01% 727

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Bank of New York Mellon
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Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Root Financial Partners's EWBC Position: Q3 2026 in Review

Root Financial Partners opened a new position in East-West Bancorp (EWBC) in Q3 2026: 1,485 shares worth $184K. The stake represents 0.01% of the portfolio and ranks #473 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EWBC as recently as Q1 2026.

Root Financial Partners first reported a position in EWBC in Q3 2025 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold EWBC as of Q3 2026.

  • Root Financial Partners held 1,485 shares of East-West Bancorp worth $184K as of Q3 2026.
  • East-West Bancorp was a new Root Financial Partners position in Q3 2026.
  • East-West Bancorp made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #473 holding.
  • Root Financial Partners first reported a position in East-West Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 310 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.