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Capital Advisors Ltd’s Hope Bancorp HOPE Stock Holding History

Capital Advisors Ltd’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 		$16K Hold
1,418
– – ﹤0.01% 720
2025
Q4 		$16K Hold
1,418
– – ﹤0.01% 701
2025
Q3 		$15K Hold
1,418
– – ﹤0.01% 708
2025
Q2 		$15K Hold
1,418
– – ﹤0.01% 690
2025
Q1 		$15K Hold
1,418
– – ﹤0.01% 672
2024
Q4 		$17K Hold
1,418
– – ﹤0.01% 642
2024
Q3 		$18K Hold
1,418
– – ﹤0.01% 626
2024
Q2 		$15K Hold
1,418
– – ﹤0.01% 648
2024
Q1 		$16K Hold
1,418
– – ﹤0.01% 624
2023
Q4 		$17K Hold
1,418
– – ﹤0.01% 590
2023
Q3 		$13K Hold
1,418
– – ﹤0.01% 635
2023
Q2 		$12K Buy
1,418
+1,377
+3,359% +$12K ﹤0.01% 659
2023
Q1 		$0 Sell
41
-1,224
-97% -$15K ﹤0.01% 1353
2022
Q4 		$0 Buy
+1,265
New +$16.8K ﹤0.01% 1392

Other funds holding HOPE

BlackRock
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
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
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