Position in EWBC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,115,855
-$26,139 QoQ
Shares Held
10,452
+2.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EP Wealth Advisors, LLC holds $40,210,250 across 58 Banks - Regional names. EWBC ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
124,033 | $6,450,956 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
85,640 | $3,547,208 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
14,288 | $2,973,189 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,174 | $2,212,590 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
64,488 | $1,768,905 | |
| 6 | MTB |
M&T Bank Corp
|
5,727 | $1,183,885 | |
| 7 | RF |
Regions Financial Corp
|
45,042 | $1,176,497 | |
| 8 | EWBC |
East West Bancorp Inc
This page
|
10,452 | $1,115,855 |
All Filings in EWBC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,115,855 | 10,452 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,141,994 | 10,161 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,014,445 | 10,046 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $862,414 | 9,608 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $910,103 | 9,504 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $801,667 | 9,689 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $698,833 | 9,543 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $775,752 | 9,806 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $682,301 | 9,483 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $575,645 | 10,921 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $255,239 | 4,835 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,170,105 | 39,101 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $700,055 | 10,623 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $808,634 | 12,044 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $819,720 | 12,650 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $960,962 | 12,161 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $947,621 | 12,044 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $740,041 | 9,544 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $693,600 | 9,675 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $714,015 | 9,675 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $386,308 | 7,618 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||