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Wealthspire Advisors (New York)’s East-West Bancorp EWBC Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-240
Closed -$25.5K – 1613
2025
Q3 		$25.5K Buy
+240
New +$25.3K ﹤0.01% 1544

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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 $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 $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wealthspire Advisors (New York)'s EWBC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of East-West Bancorp (EWBC) in Q4 2025, closing a stake of 240 shares — an estimated $25.5K sold.

Wealthspire Advisors (New York) first reported a position in EWBC in Q3 2025 and held it in 1 quarter. The position peaked at $25.5K in Q3 2025. 583 funds tracked by Wall St. Rank hold EWBC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining East-West Bancorp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 240 East-West Bancorp shares in Q4 2025, an estimated $25.5K.
  • Wealthspire Advisors (New York) first reported a position in East-West Bancorp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s East-West Bancorp position peaked at $25.5K in Q3 2025.
  • 583 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.