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Allworth Financial’s Hope Bancorp HOPE Stock Holding History

Allworth Financial’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 		$11.6K Buy
847
+231
+38% +$2.9K ﹤0.01% 3611
2026
Q1 		$6.88K Buy
616
+107
+21% +$1.24K ﹤0.01% 3756
2025
Q4 		$5.58K Sell
509
-1,226
-71% -$13.2K ﹤0.01% 3638
2025
Q3 		$18.7K Buy
1,735
+1,482
+586% +$16K ﹤0.01% 2751
2025
Q2 		$2.71K Buy
253
+195
+336% +$1.97K ﹤0.01% 3572
2025
Q1 		$594 Hold
58
– – ﹤0.01% 3635
2024
Q4 		$703 Buy
+58
New +$754 ﹤0.01% 3508
2024
Q3 		– Sell
-42
Closed -$533 – 3784
2024
Q2 		$533 Buy
+42
New +$442 ﹤0.01% 3353
2023
Q4 		– Sell
-14
Closed -$124 – 3536
2023
Q3 		$124 Hold
14
– – ﹤0.01% 3307
2023
Q2 		$118 Hold
14
– – ﹤0.01% 3163
2023
Q1 		$138 Hold
14
– – ﹤0.01% 3070
2022
Q4 		$179 Hold
14
– – ﹤0.01% 2806
2022
Q3 		$0 Hold
14
– – ﹤0.01% 2846
2022
Q2 		$0 Hold
14
– – ﹤0.01% 2567
2022
Q1 		$0 Hold
14
– – ﹤0.01% 2225
2021
Q4 		$0 Hold
14
– – ﹤0.01% 2021
2021
Q3 		$0 Buy
+14
New +$191 ﹤0.01% 1917

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

Allworth Financial's HOPE Position: Q2 2026 in Review

Allworth Financial increased its Hope Bancorp (HOPE) stake by 38% in Q2 2026, buying an estimated $2.9K and bringing the position to 847 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3611.

Allworth Financial first reported a position in HOPE in Q3 2021 and has held it in 17 quarters since. The position peaked at $18.7K in Q3 2025. 263 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • Allworth Financial held 847 shares of Hope Bancorp worth $11.6K as of Q2 2026.
  • Allworth Financial bought 231 Hope Bancorp shares in Q2 2026, an estimated $2.9K.
  • Hope Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3611 holding.
  • Allworth Financial first reported a position in Hope Bancorp in Q3 2021 and has held it in 17 quarters since.
  • Allworth Financial's Hope Bancorp position peaked at $18.7K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.