A&I Financial Services’s Hope Bancorp HOPE Stock Holding History

A&I Financial Services’s Portfolio HOPE Stock Details HOPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$137K	Hold	10,000	–	–	0.06%	73
2026 Q1	$112K	Hold	10,000	–	–	0.05%	75
2025 Q4	$110K	Sell	10,000 -9,730	-49%	-$105K	0.05%	77
2025 Q3	$211K	Hold	19,730	–	–	0.1%	73
2025 Q2	$212K	Hold	19,730	–	–	0.12%	72
2025 Q1	$207K	Hold	19,730	–	–	0.14%	71
2024 Q4	$242K	Buy	+19,730	New	+$256K	0.24%	60

Other funds holding HOPE

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return