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SageView Advisory Group’s East-West Bancorp EWBC Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-143
Closed -$16.1K – 1178
2025
Q4 		$16.1K Buy
+143
New +$15.2K ﹤0.01% 1532

Other funds holding EWBC

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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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

SageView Advisory Group's EWBC Position: Q1 2026 in Review

SageView Advisory Group sold out of East-West Bancorp (EWBC) in Q1 2026, closing a stake of 143 shares — an estimated $16.1K sold.

SageView Advisory Group first reported a position in EWBC in Q4 2025 and held it in 1 quarter. The position peaked at $16.1K in Q4 2025. 603 funds tracked by Wall St. Rank hold EWBC as of Q1 2026.

  • SageView Advisory Group reported no remaining East-West Bancorp position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 143 East-West Bancorp shares in Q1 2026, an estimated $16.1K.
  • SageView Advisory Group first reported a position in East-West Bancorp in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's East-West Bancorp position peaked at $16.1K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.