Congress Wealth Management’s Hope Bancorp HOPE Stock Holding History

Congress Wealth 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
2025 Q2	$156K	Buy	+14,523	New	+$146K	﹤0.01%	1151

Other funds holding HOPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Congress Wealth Management's HOPE Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Hope Bancorp (HOPE) in Q2 2025: 14,523 shares worth $156K. The stake represents ﹤0.01% of the portfolio and ranks #1151 among its holdings.

239 funds tracked by Wall St. Rank hold HOPE as of Q2 2025.

Congress Wealth Management held 14,523 shares of Hope Bancorp worth $156K as of Q2 2025.
Hope Bancorp was a new Congress Wealth Management position in Q2 2025.
Hope Bancorp made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1151 holding.
239 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.