Dana Investment Advisors’s Hope Bancorp HOPE Stock Holding History

Dana Investment Advisors’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	$4.71M	Sell	421,478 -957	-0.2%	-$11.1K	0.14%	177
2025 Q4	$4.63M	Sell	422,435 -541	-0.1%	-$5.83K	0.13%	178
2025 Q3	$4.56M	Sell	422,976 -3,024	-0.7%	-$32.7K	0.13%	176
2025 Q2	$4.57M	Sell	426,000 -6,891	-2%	-$69.5K	0.15%	167
2025 Q1	$4.53M	Sell	432,891 -11,136	-3%	-$125K	0.16%	159
2024 Q4	$5.46M	Sell	444,027 -25,606	-5%	-$333K	0.18%	147
2024 Q3	$5.9M	Sell	469,633 -55,436	-11%	-$678K	0.2%	146
2024 Q2	$5.64M	Sell	525,069 -7,059	-1%	-$74.3K	0.19%	147
2024 Q1	$6.12M	Buy	+532,128	New	+$5.98M	0.2%	138

Other funds holding HOPE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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