Net Worth Advisory Group EWBC — EAST WEST BANCORP INC

Ownership history in Net Worth Advisory Group  ·  4 quarters on record

AI Ownership Summary

Net Worth Advisory Group reported EAST WEST BANCORP INC (EWBC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.08% in 2026 Q2. The latest visible filing shows EWBC at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EWBC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Net Worth Advisory Group's position in EAST WEST BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EWBC was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EWBC stock page Net Worth Advisory Group fund profile Net Worth Advisory Group full holdings
How Net Worth Advisory Group held EWBC — position size vs. price
% of Fund (quarterly)    EWBC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 2,434 +91 +3.9% 0.08% $314K 2026-07-14 $131.21
2026 Q1 ADDED — — — 2,343 +350 +17.6% 0.05% $250K 2026-05-05 $123.55
2025 Q4 REDUCED 42.6% -4.3% ✅ 1,993 -1,477 -42.6% 0.05% $224K 2026-01-14 $112.94
2025 Q2 INITIATED — — — 3,470 — — 0.08% $350K 2025-07-22 $106.23

🏢 Other funds also holding EWBC

As of 2026 Q2 — sorted by position size

Midway Capital Research & Management 4.04% Palouse Capital Management, Inc. 3Y 7Y 0.58% Secure Asset Management, LLC 3Y 0.38% Crumly & Associates Inc. 3Y 0.17% Marathon Mission, Inc. 3Y 0.17% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.13% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.13% ARGENT CAPITAL MANAGEMENT LLC 3Y 7Y 0.1% Handelsbanken Fonder AB 3Y 7Y 0.08% NorthCrest Asset Manangement, LLC 3Y 0.06%

FAQ About Net Worth Advisory Group and EWBC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Net Worth Advisory Group reported owning EWBC?

Net Worth Advisory Group reported EWBC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported EWBC position in Net Worth Advisory Group's portfolio?

The largest reported portfolio weight for EWBC was 0.08% in 2026 Q2.

What is the latest reported EWBC position on this page?

The most recent filing on this page is 2026 Q2, when Net Worth Advisory Group reported 2,434 shares, equal to 0.08% of portfolio, with an estimated market value of $314K.

What does the chart on this EWBC ownership page compare?

The chart compares Net Worth Advisory Group's quarterly EWBC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Net Worth Advisory Group time their EWBC position?

Based on 13F filing dates vs. subsequent EWBC price moves, Net Worth Advisory Group correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on EWBC relative to SPY over the holding period was +2.2%.

← Back to Net Worth Advisory Group Holdings