AF
HOPE icon

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
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 – 3785
2024
Q2 		$533 Buy
+42
New +$442 ﹤0.01% 3353
2023
Q4 		– Sell
-14
Closed -$124 – 3537
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% 2847
2022
Q2 		$0 Hold
14
– – ﹤0.01% 2568
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

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VPM
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State Street
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HAM
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Fuller & Thaler Asset Management
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VCM
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NAMI
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return