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 Q2	$19K	Hold	1,418	–	–	﹤0.01%	706
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Advisors Ltd's HOPE Position: Q2 2026 in Review

Capital Advisors Ltd held its Hope Bancorp (HOPE) position steady in Q2 2026 at 1,418 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Capital Advisors Ltd first reported a position in HOPE in Q4 2022 and has held it in 15 quarters since. 262 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

Capital Advisors Ltd held 1,418 shares of Hope Bancorp worth $19K as of Q2 2026.
Capital Advisors Ltd left its Hope Bancorp share count unchanged in Q2 2026.
Hope Bancorp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #706 holding.
Capital Advisors Ltd first reported a position in Hope Bancorp in Q4 2022 and has held it in 15 quarters since.
262 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.