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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
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
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Everhart Financial Group's HOPE Position: Q2 2026 in Review

Everhart Financial Group reduced its Hope Bancorp (HOPE) stake by 0.34% in Q2 2026, selling an estimated $1.01K and leaving 23,603 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #346.

Everhart Financial Group first reported a position in HOPE in Q1 2022 and has held it in 14 quarters since. The position peaked at $516K in Q3 2024. 263 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • Everhart Financial Group held 23,603 shares of Hope Bancorp worth $323K as of Q2 2026.
  • Everhart Financial Group sold 81 Hope Bancorp shares in Q2 2026, an estimated $1.01K.
  • Hope Bancorp made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #346 holding.
  • Everhart Financial Group first reported a position in Hope Bancorp in Q1 2022 and has held it in 14 quarters since.
  • Everhart Financial Group's Hope Bancorp position peaked at $516K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.