B
HOPE icon

Bailard’s Hope Bancorp HOPE Stock Holding History

Bailard’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 		$677K Buy
+50,905
New +$706K 0.01% 447
2026
Q1 		– Sell
-68,452
Closed -$750K – 778
2025
Q4 		$750K Buy
68,452
+33,464
+96% +$360K 0.02% 376
2025
Q3 		$377K Buy
+34,988
New +$379K 0.01% 554
2023
Q1 		– Sell
-43,657
Closed -$559K – 751
2022
Q4 		$559K Buy
+43,657
New +$579K 0.02% 379

Other funds holding HOPE

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's HOPE Position: Q3 2026 in Review

Bailard opened a new position in Hope Bancorp (HOPE) in Q3 2026: 50,905 shares worth $677K. The stake represents 0.01% of the portfolio and ranks #447 among its holdings. This is a return to the name: Bailard previously reported a position in HOPE as recently as Q4 2025.

Bailard first reported a position in HOPE in Q4 2022 and has held it in 4 quarters since. The position peaked at $750K in Q4 2025. 15 funds tracked by Wall St. Rank hold HOPE as of Q3 2026.

  • Bailard held 50,905 shares of Hope Bancorp worth $677K as of Q3 2026.
  • Hope Bancorp was a new Bailard position in Q3 2026.
  • Hope Bancorp made up 0.01% of Bailard's portfolio in Q3 2026, its #447 holding.
  • Bailard first reported a position in Hope Bancorp in Q4 2022 and has held it in 4 quarters since.
  • Bailard's Hope Bancorp position peaked at $750K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.