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SHP Wealth Management’s East-West Bancorp EWBC Stock Holding History

SHP Wealth Management’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 		$748 Sell
7
-1
-13% -$113 ﹤0.01% 1536
2025
Q4 		$899 Buy
+8
New +$849 ﹤0.01% 1282

Other funds holding EWBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SHP Wealth Management's EWBC Position: Q1 2026 in Review

SHP Wealth Management reduced its East-West Bancorp (EWBC) stake by 13% in Q1 2026, selling an estimated $113 and leaving 7 shares worth $748. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

SHP Wealth Management first reported a position in EWBC in Q4 2025 and has held it in 2 quarters since. The position peaked at $899 in Q4 2025. 600 funds tracked by Wall St. Rank hold EWBC as of Q1 2026.

  • SHP Wealth Management held 7 shares of East-West Bancorp worth $748 as of Q1 2026.
  • SHP Wealth Management sold 1 East-West Bancorp share in Q1 2026, an estimated $113.
  • East-West Bancorp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1536 holding.
  • SHP Wealth Management first reported a position in East-West Bancorp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's East-West Bancorp position peaked at $899 in Q4 2025.
  • 600 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.