Cerity Partners
HOPE icon

Cerity Partners’s Hope Bancorp HOPE Stock Holding History

Cerity Partners’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 		$407K Buy
29,734
+6,836
+30% +$85.7K ﹤0.01% 2563
2026
Q1 		$256K Buy
22,898
+572
+3% +$6.61K ﹤0.01% 2721
2025
Q4 		$245K Sell
22,326
-7,624
-25% -$82.1K ﹤0.01% 2520
2025
Q3 		$323K Buy
29,950
+2,637
+10% +$28.6K ﹤0.01% 2223
2025
Q2 		$293K Buy
27,313
+13,470
+97% +$136K ﹤0.01% 2160
2025
Q1 		$145K Buy
13,843
+1,772
+15% +$19.9K ﹤0.01% 2270
2024
Q4 		$151K Sell
12,071
-9,746
-45% -$127K ﹤0.01% 2282
2024
Q3 		$274K Buy
21,817
+10,961
+101% +$134K ﹤0.01% 2120
2024
Q2 		$117K Sell
10,856
-17,951
-62% -$189K ﹤0.01% 2093
2024
Q1 		$332K Buy
+28,807
New +$324K ﹤0.01% 1809

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
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

Cerity Partners's HOPE Position: Q2 2026 in Review

Cerity Partners increased its Hope Bancorp (HOPE) stake by 30% in Q2 2026, buying an estimated $85.7K and bringing the position to 29,734 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Cerity Partners first reported a position in HOPE in Q1 2024 and has held it in 10 quarters since. 263 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • Cerity Partners held 29,734 shares of Hope Bancorp worth $407K as of Q2 2026.
  • Cerity Partners bought 6,836 Hope Bancorp shares in Q2 2026, an estimated $85.7K.
  • Hope Bancorp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2563 holding.
  • Cerity Partners first reported a position in Hope Bancorp in Q1 2024 and has held it in 10 quarters since.
  • 263 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.