Position in EWBC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$441,358
+$72,289 QoQ
Shares Held
3,419
-1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#396
of 644 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EWBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Phillips Wealth Planners LLC holds $3,190,638 across 7 Banks - Regional names. EWBC ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 2 | EWBC |
East West Bancorp Inc
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|
3,419 | $441,358 | |
| 3 | TFC |
Truist Financial Corp
|
6,595 | $328,562 | |
| 4 | USB |
US Bancorp De
|
5,257 | $317,522 | |
| 5 | WTFC |
Wintrust Financial Corp
|
1,704 | $273,866 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
1,555 | $240,278 | |
| 7 | FHN |
First Horizon Corp
|
8,948 | $229,426 |
All Filings in EWBC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,358 | 3,419 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $369,069 | 3,457 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $405,053 | 3,604 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $393,652 | 3,698 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $391,499 | 3,877 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $362,540 | 4,039 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $391,179 | 4,085 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $342,791 | 4,143 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $319,575 | 4,364 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $353,621 | 4,470 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $324,854 | 4,515 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $239,303 | 4,540 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $242,147 | 4,587 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $229,270 | 4,131 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $270,255 | 4,101 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||