Compass Financial Management’s Hope Bancorp HOPE Stock Holding History

Compass Financial Management’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	$56K	Buy	+4,095	New	+$51.3K	0.01%	669

Other funds holding HOPE

BlackRock New York $6.73T AUM 46.02% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Compass Financial Management's HOPE Position: Q2 2026 in Review

Compass Financial Management opened a new position in Hope Bancorp (HOPE) in Q2 2026: 4,095 shares worth $56K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings.

247 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

Compass Financial Management held 4,095 shares of Hope Bancorp worth $56K as of Q2 2026.
Hope Bancorp was a new Compass Financial Management position in Q2 2026.
Hope Bancorp made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #669 holding.
247 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.