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

Twelve Points 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 		$582K Sell
4,509
-87
-2% -$10.7K 0.12% 128
2026
Q1 		$491K Sell
4,596
-276
-6% -$31.1K 0.11% 132
2025
Q4 		$572K Sell
4,872
-2,256
-32% -$239K 0.13% 127
2025
Q3 		$759K Sell
7,128
-1,491
-17% -$157K 0.19% 112
2025
Q2 		$870K Sell
8,619
-106
-1% -$9.39K 0.23% 106
2025
Q1 		$783K Buy
8,725
+1,659
+23% +$158K 0.21% 105
2024
Q4 		$677K Buy
7,066
+785
+12% +$77K 0.19% 108
2024
Q3 		$520K Buy
6,281
+672
+12% +$53.9K 0.16% 121
2024
Q2 		$411K Buy
5,609
+609
+12% +$45.2K 0.14% 131
2024
Q1 		$396K Sell
5,000
-43
-0.9% -$3.15K 0.14% 131
2023
Q4 		$363K Buy
5,043
+400
+9% +$24.1K 0.17% 132
2023
Q3 		$245K Buy
4,643
+597
+15% +$33.6K 0.12% 151
2023
Q2 		$214K Buy
+4,046
New +$205K 0.11% 152

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

Twelve Points Wealth Management's EWBC Position: Q2 2026 in Review

Twelve Points Wealth Management reduced its East-West Bancorp (EWBC) stake by 1.9% in Q2 2026, selling an estimated $10.7K and leaving 4,509 shares worth $582K. The position accounts for 0.12% of the portfolio, ranked #128.

Twelve Points Wealth Management first reported a position in EWBC in Q2 2023 and has held it in 13 quarters since. The position peaked at $870K in Q2 2025. 649 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Twelve Points Wealth Management held 4,509 shares of East-West Bancorp worth $582K as of Q2 2026.
  • Twelve Points Wealth Management sold 87 East-West Bancorp shares in Q2 2026, an estimated $10.7K.
  • East-West Bancorp made up 0.12% of Twelve Points Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Twelve Points Wealth Management first reported a position in East-West Bancorp in Q2 2023 and has held it in 13 quarters since.
  • Twelve Points Wealth Management's East-West Bancorp position peaked at $870K in Q2 2025.
  • 649 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.