AlphaQuest’s Hope Bancorp HOPE Stock Holding History

AlphaQuest’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	–	Sell	-189,175	Closed	-$2.07M	–	911
2025 Q4	$2.07M	Buy	189,175 +116,252	+159%	+$1.25M	0.12%	185
2025 Q3	$785K	Buy	72,923 +17,132	+31%	+$186K	0.05%	538
2025 Q2	$599K	Sell	55,791 -14,800	-21%	-$149K	0.06%	522
2025 Q1	$739K	Buy	70,591 +13,434	+24%	+$151K	0.08%	386
2024 Q4	$702K	Buy	57,157 +57,155	+2,857,750%	+$743K	0.09%	350
2024 Q3	$25	Buy	2 +1	+100%	+$12	﹤0.01%	1845
2024 Q2	$11	Sell	1 -52,418	-100%	-$552K	﹤0.01%	1544
2024 Q1	$603K	Sell	52,419 -40,077	-43%	-$450K	0.1%	318
2023 Q4	$1.12M	Buy	+92,496	New	+$920K	0.24%	112

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