Blue Trust Inc’s Hope Bancorp HOPE Stock Holding History

Blue Trust 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 Q1	$32.5K	Sell	2,912 -4	-0.1%	-$46	﹤0.01%	1493
2025 Q4	$32K	Sell	2,916 -431	-13%	-$4.64K	﹤0.01%	1517
2025 Q3	$36K	Buy	3,347 +925	+38%	+$10K	﹤0.01%	1512
2025 Q2	$26K	Buy	2,422 +24	+1%	+$242	﹤0.01%	1612
2025 Q1	$25.1K	Buy	2,398 +888	+59%	+$9.97K	﹤0.01%	1586
2024 Q4	$18.6K	Sell	1,510 -375	-20%	-$4.87K	﹤0.01%	1617
2024 Q3	$20.2K	Buy	1,885 +613	+48%	+$7.5K	﹤0.01%	1933
2024 Q2	$14.6K	Buy	1,272 +225	+21%	+$2.37K	﹤0.01%	1798
2024 Q1	$12.1K	Buy	1,047 +470	+81%	+$5.28K	﹤0.01%	1394
2023 Q4	$5K	Buy	577 +123	+27%	+$1.22K	﹤0.01%	1838
2023 Q3	$4K	Buy	454 +382	+531%	+$3.65K	﹤0.01%	1696
2023 Q2	$1K	Sell	72 -3,606	-98%	-$31.5K	﹤0.01%	1858
2023 Q1	$47K	Buy	3,678 +736	+25%	+$9.02K	﹤0.01%	1063
2022 Q4	$37K	Buy	2,942 +1,057	+56%	+$14K	﹤0.01%	1049
2022 Q3	$26K	Buy	1,885 +535	+40%	+$7.74K	﹤0.01%	982
2022 Q2	$22K	Buy	+1,350	New	+$19.7K	﹤0.01%	921

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