Position in EWBC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,081,257
+$217,889 QoQ
Shares Held
8,376
+3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#301
of 646 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in EWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $43,045,052 across 51 Banks - Regional names. EWBC ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
93,828 | $5,667,210 | |
| 2 | RF |
Regions Financial Corp
|
116,229 | $3,510,115 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
11,317 | $2,786,470 | |
| 4 | OZK |
Bank OZK
|
42,346 | $2,205,803 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
37,693 | $2,176,770 | |
| 6 | FITB |
Fifth Third Bancorp
|
29,012 | $1,635,406 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
19,453 | $1,363,071 | |
| 8 | MTB |
M&T Bank Corp
|
5,123 | $1,219,324 |
All Filings in EWBC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,081,257 | 8,376 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $863,368 | 8,087 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,077,370 | 9,586 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,014,787 | 9,533 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $907,810 | 8,990 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $816,097 | 9,092 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $861,840 | 9,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $736,468 | 8,901 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $686,311 | 9,372 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $726,862 | 9,188 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $563,224 | 7,828 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $264,762 | 5,023 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $267,064 | 5,059 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $270,562 | 4,875 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $324,359 | 4,922 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $327,499 | 5,054 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $377,083 | 4,772 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $379,158 | 4,819 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||