AssetMark Inc’s Hope Bancorp HOPE Stock Holding History

AssetMark Inc’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 Q3	$3.23K	Buy	243 +128	+111%	+$1.77K	﹤0.01%	2901
2026 Q2	$1.57K	Buy	115 +50	+77%	+$627	﹤0.01%	3041
2026 Q1	$726	Hold	65	–	–	﹤0.01%	3102
2025 Q4	$712	Buy	65 +34	+110%	+$366	﹤0.01%	3025
2025 Q3	$334	Hold	31	–	–	﹤0.01%	2986
2025 Q2	$333	Sell	31 -2	-6%	-$20	﹤0.01%	2807
2025 Q1	$346	Hold	33	–	–	﹤0.01%	2470
2024 Q4	$406	Hold	33	–	–	﹤0.01%	2404
2024 Q3	$414	Hold	33	–	–	﹤0.01%	2104
2024 Q2	$354	Buy	+33	New	+$348	﹤0.01%	1960
2018 Q1	–	Sell	-42	Closed	-$1K	–	1661
2017 Q4	$1K	Buy	+42	New	+$762	﹤0.01%	1619

Other funds holding HOPE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

AssetMark Inc's HOPE Position: Q3 2026 in Review

AssetMark Inc increased its Hope Bancorp (HOPE) stake by 111% in Q3 2026, buying an estimated $1.77K and bringing the position to 243 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2901.

AssetMark Inc first reported a position in HOPE in Q4 2017 and has held it in 11 quarters since. 112 funds tracked by Wall St. Rank hold HOPE as of Q3 2026.

AssetMark Inc held 243 shares of Hope Bancorp worth $3.23K as of Q3 2026.
AssetMark Inc bought 128 Hope Bancorp shares in Q3 2026, an estimated $1.77K.
Hope Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2901 holding.
AssetMark Inc first reported a position in Hope Bancorp in Q4 2017 and has held it in 11 quarters since.
112 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.