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Stephens Consulting’s East-West Bancorp EWBC Stock Holding History

Stephens Consulting’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
2025
Q3 		– Sell
-141
Closed -$14.2K – 653
2025
Q2 		$14.2K Sell
141
-25
-15% -$2.21K ﹤0.01% 298
2025
Q1 		$14.9K Sell
166
-10
-6% -$954 ﹤0.01% 290
2024
Q4 		$16.9K Buy
+176
New +$17.3K ﹤0.01% 293
2022
Q1 		– Sell
-75
Closed -$5.9K – 605
2021
Q4 		$5.9K Buy
+75
New +$6.03K ﹤0.01% 467

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Stephens Consulting's EWBC Position: Q3 2025 in Review

Stephens Consulting sold out of East-West Bancorp (EWBC) in Q3 2025, closing a stake of 141 shares — an estimated $14.2K sold.

Stephens Consulting first reported a position in EWBC in Q4 2021 and held it in 4 quarters. The position peaked at $16.9K in Q4 2024. 534 funds tracked by Wall St. Rank hold EWBC as of Q3 2025.

  • Stephens Consulting reported no remaining East-West Bancorp position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 141 East-West Bancorp shares in Q3 2025, an estimated $14.2K.
  • Stephens Consulting first reported a position in East-West Bancorp in Q4 2021 and held it in 4 quarters.
  • Stephens Consulting's East-West Bancorp position peaked at $16.9K in Q4 2024.
  • 534 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.