Bell Investment Advisors’s Hope Bancorp HOPE Stock Holding History

Bell Investment Advisors’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	$1.37K	Hold	123	–	–	﹤0.01%	1454
2025 Q4	$1.35K	Sell	123 -120	-49%	-$1.29K	﹤0.01%	1475
2025 Q3	$2.62K	Hold	243	–	–	﹤0.01%	1223
2025 Q2	$2.61K	Sell	243 -120	-33%	-$1.21K	﹤0.01%	1263
2025 Q1	$3.8K	Hold	363	–	–	﹤0.01%	1038
2024 Q4	$4.46K	Hold	363	–	–	﹤0.01%	974
2024 Q3	$4.56K	Sell	363 -98	-21%	-$1.2K	﹤0.01%	980
2024 Q2	$4.95K	Hold	461	–	–	﹤0.01%	927
2024 Q1	$5.31K	Hold	461	–	–	﹤0.01%	883
2023 Q4	$5.57K	Sell	461 -32	-6%	-$318	﹤0.01%	821
2023 Q3	$4.36K	Sell	493 -267	-35%	-$2.55K	﹤0.01%	880
2023 Q2	$6.4K	Buy	760 +295	+63%	+$2.58K	﹤0.01%	699
2023 Q1	$4.57K	Buy	465 +33	+8%	+$405	﹤0.01%	834
2022 Q4	$5.53K	Buy	432 +52	+14%	+$689	﹤0.01%	756
2022 Q3	$5K	Buy	380 +70	+23%	+$1.01K	﹤0.01%	679
2022 Q2	$4K	Buy	+310	New	+$4.53K	﹤0.01%	800
2021 Q4	$2K	Hold	120	–	–	﹤0.01%	1153
2021 Q3	$2K	Buy	+120	New	+$1.64K	﹤0.01%	1078

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