Empowered Funds’s Hope Bancorp HOPE Stock Holding History

Empowered Funds’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	$5.55M	Buy	496,619 +16,867	+4%	+$195K	0.04%	588
2025 Q4	$5.26M	Hold	479,752	–	–	0.09%	241
2025 Q3	$5.17M	Buy	479,752 +30,446	+7%	+$330K	0.05%	472
2025 Q2	$4.82M	Buy	449,306 +8,774	+2%	+$88.4K	0.05%	455
2025 Q1	$4.61M	Buy	440,532 +8,996	+2%	+$101K	0.07%	407
2024 Q4	$5.3M	Buy	431,536 +21,082	+5%	+$274K	0.08%	357
2024 Q3	$5.16M	Buy	410,454 +20,904	+5%	+$256K	0.08%	353
2024 Q2	$4.18M	Buy	389,550 +76,169	+24%	+$802K	0.07%	383
2024 Q1	$3.61M	Buy	313,381 +56,000	+22%	+$629K	0.07%	410
2023 Q4	$3.11M	Buy	257,381 +57,630	+29%	+$573K	0.08%	373
2023 Q3	$1.77M	Buy	199,751 +97,813	+96%	+$933K	0.05%	489
2023 Q2	$858K	Buy	+101,938	New	+$890K	0.03%	652

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