Position in EWBC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,017,547
+$360,205 QoQ
Shares Held
15,629
+0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#256
of 644 holders
Holding Since
Sep 2023
12 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 Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $66,543,258 across 37 Banks - Regional names. EWBC ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
733,501 | $22,151,730 | |
| 2 | KEY |
Keycorp /New/
|
520,425 | $11,995,796 | |
| 3 | USB |
US Bancorp De
|
102,173 | $6,171,249 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
19,955 | $4,913,320 | |
| 5 | TFC |
Truist Financial Corp
|
47,314 | $2,357,183 | |
| 6 | FITB |
Fifth Third Bancorp
|
35,927 | $2,025,204 | |
| 7 | EWBC |
East West Bancorp Inc
This page
|
15,629 | $2,017,547 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
16,908 | $1,705,679 |
All Filings in EWBC
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,547 | 15,629 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,657,342 | 15,524 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,954,686 | 17,392 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,870,432 | 17,571 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,772,501 | 17,553 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $465,944 | 5,191 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $621,099 | 6,486 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $484,525 | 5,856 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $513,049 | 7,006 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $322,215 | 4,073 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $294,563 | 4,094 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $214,898 | 4,077 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||