Advisory Services Network’s Hope Bancorp HOPE Stock Holding History

Advisory Services Network’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 Q1	$1.06K	Buy	+95	New	+$1.1K	﹤0.01%	4298
2023 Q2	–	Sell	-64	Closed	-$628	–	2407
2023 Q1	$628	Buy	+64	New	+$784	﹤0.01%	3703
2020 Q4	–	Sell	-215	Closed	-$2K	–	3466
2020 Q3	$2K	Buy	+215	New	+$1.8K	﹤0.01%	3119
2020 Q2	–	Sell	-611	Closed	-$5K	–	1777
2020 Q1	$5K	Buy	611 +67	+12%	+$837	﹤0.01%	2470
2019 Q4	$7K	Sell	544 -603	-53%	-$8.75K	﹤0.01%	2494
2019 Q3	$15K	Hold	1,147	–	–	﹤0.01%	1962
2019 Q2	$15K	Buy	1,147 +1,042	+992%	+$14.2K	﹤0.01%	1960
2019 Q1	$1K	Hold	105	–	–	﹤0.01%	2430
2018 Q4	$1K	Hold	105	–	–	﹤0.01%	2416
2018 Q3	$2K	Hold	105	–	–	﹤0.01%	2305
2018 Q2	$2K	Sell	105 -92	-47%	-$1.66K	﹤0.01%	2270
2018 Q1	$4K	Hold	197	–	–	﹤0.01%	2203
2017 Q4	$4K	Buy	197 +92	+88%	+$1.67K	﹤0.01%	2190
2017 Q3	$2K	Hold	105	–	–	﹤0.01%	2145
2017 Q2	$2K	Buy	+105	New	+$1.95K	﹤0.01%	2103

Other funds holding HOPE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return