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Waverly Advisors’s East-West Bancorp EWBC Stock Holding History

Waverly Advisors’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 		$414K Buy
+3,204
New +$394K ﹤0.01% 1260
2015
Q4 		– Sell
-677
Closed -$26K – 211
2015
Q3 		$26K Buy
+677
New +$28.6K 0.02% 221

Other funds holding EWBC

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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 $3.38T AUM 44.17% 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

Waverly Advisors's EWBC Position: Q2 2026 in Review

Waverly Advisors opened a new position in East-West Bancorp (EWBC) in Q2 2026: 3,204 shares worth $414K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in EWBC as recently as Q3 2015.

Waverly Advisors first reported a position in EWBC in Q3 2015 and has held it in 2 quarters since. 654 funds tracked by Wall St. Rank hold EWBC as of Q2 2026.

  • Waverly Advisors held 3,204 shares of East-West Bancorp worth $414K as of Q2 2026.
  • East-West Bancorp was a new Waverly Advisors position in Q2 2026.
  • East-West Bancorp made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1260 holding.
  • Waverly Advisors first reported a position in East-West Bancorp in Q3 2015 and has held it in 2 quarters since.
  • 654 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.