Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hope Bancorp HOPE Stock Holding History

Carson Wealth (CWM LLC)’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 		$184K Buy
16,459
+1,065
+7% +$12.3K ﹤0.01% 2804
2025
Q4 		$169K Buy
15,394
+111
+0.7% +$1.2K ﹤0.01% 2701
2025
Q3 		$165K Buy
15,283
+2,079
+16% +$22.5K ﹤0.01% 2589
2025
Q2 		$142K Sell
13,204
-1,382
-9% -$13.9K ﹤0.01% 2441
2025
Q1 		$153K Buy
14,586
+3,940
+37% +$44.2K ﹤0.01% 2100
2024
Q4 		$131K Buy
10,646
+1,537
+17% +$20K ﹤0.01% 2104
2024
Q3 		$114K Buy
9,109
+1,238
+16% +$15.1K ﹤0.01% 2121
2024
Q2 		$85K Sell
7,871
-1,068
-12% -$11.2K ﹤0.01% 2083
2024
Q1 		$103K Buy
8,939
+2,513
+39% +$28.2K ﹤0.01% 1870
2023
Q4 		$78K Sell
6,426
-354
-5% -$3.52K ﹤0.01% 1898
2023
Q3 		$60K Buy
6,780
+123
+2% +$1.17K ﹤0.01% 1954
2023
Q2 		$56K Buy
6,657
+5,114
+331% +$44.7K ﹤0.01% 1891
2023
Q1 		$15K Buy
1,543
+933
+153% +$11.4K ﹤0.01% 2689
2022
Q4 		$8K Sell
610
-113
-16% -$1.5K ﹤0.01% 2932
2022
Q3 		$9K Sell
723
-244
-25% -$3.53K ﹤0.01% 2753
2022
Q2 		$13K Sell
967
-1,983
-67% -$29K ﹤0.01% 2419
2022
Q1 		$47K Buy
2,950
+1,782
+153% +$29.4K ﹤0.01% 1635
2021
Q4 		$17K Buy
+1,168
New +$17.2K ﹤0.01% 2075
2021
Q2 		$2K Hold
172
– – ﹤0.01% 2660
2021
Q1 		$2K Hold
172
– – ﹤0.01% 2660
2020
Q4 		$2K Hold
172
– – ﹤0.01% 2659
2020
Q3 		$2K Hold
172
– – ﹤0.01% 2658
2020
Q2 		$2K Hold
172
– – ﹤0.01% 2657
2020
Q1 		$2K Hold
172
– – ﹤0.01% 2657
2019
Q4 		$2K Hold
172
– – ﹤0.01% 2657
2019
Q3 		$2K Hold
172
– – ﹤0.01% 2657
2019
Q2 		$2K Hold
172
– – ﹤0.01% 2657
2019
Q1 		$2K Buy
172
+127
+282% +$1.77K ﹤0.01% 2656
2018
Q4 		$1K Buy
+45
New +$644 ﹤0.01% 1905

Other funds holding HOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HOPE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hope Bancorp (HOPE) stake by 6.9% in Q1 2026, buying an estimated $12.3K and bringing the position to 16,459 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #2804.

Carson Wealth (CWM LLC) first reported a position in HOPE in Q4 2018 and has held it in 29 quarters since. 253 funds tracked by Wall St. Rank hold HOPE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 16,459 shares of Hope Bancorp worth $184K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,065 Hope Bancorp shares in Q1 2026, an estimated $12.3K.
  • Hope Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2804 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hope Bancorp in Q4 2018 and has held it in 29 quarters since.
  • 253 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.