Creative Planning
HOPE icon

Creative Planning’s Hope Bancorp HOPE Stock Holding History

Creative Planning’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 		$1.11M Sell
99,660
-6,085
-6% -$70.3K ﹤0.01% 2367
2025
Q4 		$1.16M Buy
105,745
+2,939
+3% +$31.7K ﹤0.01% 2171
2025
Q3 		$1.11M Buy
102,806
+67,148
+188% +$727K ﹤0.01% 2021
2025
Q2 		$383K Buy
+35,658
New +$359K ﹤0.01% 2694
2018
Q3 		– Sell
-72,136
Closed -$1.29M – 2116
2018
Q2 		$1.29M Buy
+72,136
New +$1.3M 0.01% 617
2017
Q3 		– Sell
-1,375
Closed -$26K – 2694
2017
Q2 		$26K Hold
1,375
– – ﹤0.01% 2988
2017
Q1 		$26K Hold
1,375
– – ﹤0.01% 2946
2016
Q4 		$30K Hold
1,375
– – ﹤0.01% 2789
2016
Q3 		$24K Hold
1,375
– – ﹤0.01% 2929
2016
Q2 		$21K Hold
1,375
– – ﹤0.01% 2764
2016
Q1 		$21K Hold
1,375
– – ﹤0.01% 2719
2015
Q4 		$24K Hold
1,375
– – ﹤0.01% 2708
2015
Q3 		$21K Buy
+1,375
New +$20.6K ﹤0.01% 2685
2015
Q2 		– Sell
-1,375
Closed -$20K – 1908
2015
Q1 		$20K Hold
1,375
– – ﹤0.01% 2711
2014
Q4 		$20K Sell
1,375
-94
-6% -$1.33K ﹤0.01% 2657
2014
Q3 		$21K Buy
1,469
+94
+7% +$1.41K ﹤0.01% 2512
2014
Q2 		$22K Hold
1,375
– – ﹤0.01% 2429
2014
Q1 		$24K Sell
1,375
-109
-7% -$1.79K ﹤0.01% 2265
2013
Q4 		$25K Hold
1,484
– – ﹤0.01% 2051
2013
Q3 		$20K Hold
1,484
– – ﹤0.01% 2101
2013
Q2 		$21K Buy
+1,484
New +$19.2K ﹤0.01% 1896

Other funds holding HOPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's HOPE Position: Q1 2026 in Review

Creative Planning reduced its Hope Bancorp (HOPE) stake by 5.8% in Q1 2026, selling an estimated $70.3K and leaving 99,660 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Creative Planning first reported a position in HOPE in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.29M in Q2 2018. 253 funds tracked by Wall St. Rank hold HOPE as of Q1 2026.

  • Creative Planning held 99,660 shares of Hope Bancorp worth $1.11M as of Q1 2026.
  • Creative Planning sold 6,085 Hope Bancorp shares in Q1 2026, an estimated $70.3K.
  • Hope Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2367 holding.
  • Creative Planning first reported a position in Hope Bancorp in Q2 2013 and has held it in 21 quarters since.
  • Creative Planning's Hope Bancorp position peaked at $1.29M in Q2 2018.
  • 253 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.