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 Q2	$1.36M	Sell	99,409 -251	-0.3%	-$3.15K	﹤0.01%	2399
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Creative Planning's HOPE Position: Q2 2026 in Review

Creative Planning reduced its Hope Bancorp (HOPE) stake by 0.25% in Q2 2026, selling an estimated $3.15K and leaving 99,409 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Creative Planning first reported a position in HOPE in Q2 2013 and has held it in 22 quarters since. 263 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

Creative Planning held 99,409 shares of Hope Bancorp worth $1.36M as of Q2 2026.
Creative Planning sold 251 Hope Bancorp shares in Q2 2026, an estimated $3.15K.
Hope Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2399 holding.
Creative Planning first reported a position in Hope Bancorp in Q2 2013 and has held it in 22 quarters since.
263 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.