EFG
HOPE icon

Everhart Financial Group’s Hope Bancorp HOPE Stock Holding History

Everhart Financial Group’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 		$323K Sell
23,603
-81
-0.3% -$1.01K 0.02% 346
2026
Q1 		$265K Sell
23,684
-380
-2% -$4.39K 0.02% 383
2025
Q4 		$264K Sell
24,064
-1,003
-4% -$10.8K 0.02% 353
2025
Q3 		$270K Buy
25,067
+3,363
+15% +$36.4K 0.03% 330
2025
Q2 		$233K Sell
21,704
-5,874
-21% -$59.2K 0.03% 318
2025
Q1 		$289K Sell
27,578
-13,856
-33% -$156K 0.04% 281
2024
Q4 		$509K Buy
41,434
+319
+0.8% +$4.14K 0.1% 185
2024
Q3 		$516K Buy
41,115
+6,365
+18% +$77.8K 0.11% 190
2024
Q2 		$373K Buy
34,750
+3,837
+12% +$40.4K 0.1% 205
2024
Q1 		$356K Buy
30,913
+14,573
+89% +$164K 0.1% 197
2023
Q4 		$197K Buy
+16,340
New +$162K 0.07% 236
2022
Q4 		– Sell
-16,761
Closed -$212K – 207
2022
Q3 		$212K Buy
16,761
+5,302
+46% +$76.7K 0.12% 177
2022
Q2 		$159K Buy
11,459
+127
+1% +$1.85K 0.1% 182
2022
Q1 		$182K Buy
+11,332
New +$187K 0.11% 130

Other funds holding HOPE

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return