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

Spire 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
Q2 		$516 Buy
+4
New +$491 ﹤0.01% 2219
2026
Q1 		– Sell
-79
Closed -$8.88K – 2308
2025
Q4 		$8.88K Buy
+79
New +$8.38K ﹤0.01% 1752
2025
Q2 		– Sell
-10
Closed -$898 – 2428
2025
Q1 		$898 Hold
10
– – ﹤0.01% 2404
2024
Q4 		$958 Hold
10
– – ﹤0.01% 2378
2024
Q3 		$827 Hold
10
– – ﹤0.01% 2116
2024
Q2 		$732 Sell
10
-58
-85% -$4.3K ﹤0.01% 2158
2024
Q1 		$5.35K Buy
68
+9
+15% +$659 ﹤0.01% 1913
2023
Q4 		$4.19K Sell
59
-228
-79% -$13.7K ﹤0.01% 2005
2023
Q3 		$15.2K Hold
287
– – ﹤0.01% 1602
2023
Q2 		$15.2K Buy
287
+1
+0.3% +$51 ﹤0.01% 1687
2023
Q1 		$15.9K Buy
286
+229
+402% +$15.8K ﹤0.01% 1700
2022
Q4 		$4K Sell
57
-229
-80% -$15.7K ﹤0.01% 1885
2022
Q3 		$19K Hold
286
– – ﹤0.01% 1347
2022
Q2 		$19K Sell
286
-286
-50% -$20.5K ﹤0.01% 1687
2022
Q1 		$45K Sell
572
-12
-2% -$1.01K ﹤0.01% 1485
2021
Q4 		$46K Buy
584
+12
+2% +$965 ﹤0.01% 1774
2021
Q3 		$44K Hold
572
– – ﹤0.01% 1522
2021
Q2 		$41K Sell
572
-12
-2% -$892 ﹤0.01% 1559
2021
Q1 		$43K Buy
+584
New +$39.7K ﹤0.01% 1800

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

Spire Wealth Management's EWBC Position: Q2 2026 in Review

Spire Wealth Management opened a new position in East-West Bancorp (EWBC) in Q2 2026: 4 shares worth $516. The stake represents ﹤0.01% of the portfolio and ranks #2219 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in EWBC as recently as Q4 2025.

Spire Wealth Management first reported a position in EWBC in Q1 2021 and has held it in 19 quarters since. The position peaked at $46K in Q4 2021. 648 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Spire Wealth Management held 4 shares of East-West Bancorp worth $516 as of Q2 2026.
  • East-West Bancorp was a new Spire Wealth Management position in Q2 2026.
  • East-West Bancorp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2219 holding.
  • Spire Wealth Management first reported a position in East-West Bancorp in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's East-West Bancorp position peaked at $46K in Q4 2021.
  • 648 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.