RFP
EWBC icon

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
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

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

Root Financial Partners's EWBC Position: Q2 2026 in Review

Root Financial Partners sold out of East-West Bancorp (EWBC) in Q2 2026, closing a stake of 612 shares — an estimated $65.3K sold.

Root Financial Partners first reported a position in EWBC in Q3 2025 and held it in 3 quarters. The position peaked at $65.3K in Q1 2026. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Root Financial Partners reported no remaining East-West Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 612 East-West Bancorp shares in Q2 2026, an estimated $65.3K.
  • Root Financial Partners first reported a position in East-West Bancorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's East-West Bancorp position peaked at $65.3K in Q1 2026.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.