AWM
HOPE icon

AE Wealth Management’s Hope Bancorp HOPE Stock Holding History

AE Wealth Management’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 		$379K Buy
27,736
+1,978
+8% +$24.8K ﹤0.01% 1362
2026
Q1 		$288K Buy
25,758
+3,149
+14% +$36.4K ﹤0.01% 1402
2025
Q4 		$248K Buy
22,609
+2,607
+13% +$28.1K ﹤0.01% 1410
2025
Q3 		$215K Buy
20,002
+3,617
+22% +$39.2K ﹤0.01% 1359
2025
Q2 		$176K Sell
16,385
-3,198
-16% -$32.2K ﹤0.01% 1345
2025
Q1 		$205K Sell
19,583
-1,397
-7% -$15.7K ﹤0.01% 1270
2024
Q4 		$258K Buy
20,980
+10,094
+93% +$131K ﹤0.01% 1164
2024
Q3 		$137K Buy
10,886
+434
+4% +$5.31K ﹤0.01% 1200
2024
Q2 		$112K Buy
+10,452
New +$110K ﹤0.01% 1195

Other funds holding HOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

AE Wealth Management's HOPE Position: Q2 2026 in Review

AE Wealth Management increased its Hope Bancorp (HOPE) stake by 7.7% in Q2 2026, buying an estimated $24.8K and bringing the position to 27,736 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

AE Wealth Management first reported a position in HOPE in Q2 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • AE Wealth Management held 27,736 shares of Hope Bancorp worth $379K as of Q2 2026.
  • AE Wealth Management bought 1,978 Hope Bancorp shares in Q2 2026, an estimated $24.8K.
  • Hope Bancorp made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1362 holding.
  • AE Wealth Management first reported a position in Hope Bancorp in Q2 2024 and has held it in 9 quarters since.
  • 263 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.