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EverSource Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

EverSource Wealth 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
Q2 		$12.9K Sell
946
-3,606
-79% -$45.2K ﹤0.01% 2749
2026
Q1 		$50.8K Sell
4,552
-298
-6% -$3.44K ﹤0.01% 1866
2025
Q4 		$53.2K Sell
4,850
-77
-2% -$829 ﹤0.01% 1703
2025
Q3 		$53.1K Sell
4,927
-99
-2% -$1.07K ﹤0.01% 1671
2025
Q2 		$53.9K Buy
5,026
+3,071
+157% +$31K ﹤0.01% 1572
2025
Q1 		$20.5K Buy
1,955
+180
+10% +$2.02K ﹤0.01% 1676
2024
Q4 		$21.8K Sell
1,775
-491
-22% -$6.38K ﹤0.01% 1580
2024
Q3 		$28.5K Hold
2,266
– – ﹤0.01% 1310
2024
Q2 		$29.8K Hold
2,266
– – ﹤0.01% 1323
2024
Q1 		$22.7K Hold
2,266
– – ﹤0.01% 1303
2023
Q4 		$27.4K Buy
2,266
+111
+5% +$1.1K ﹤0.01% 1111
2023
Q3 		$19.1K Hold
2,155
– – ﹤0.01% 1142
2023
Q2 		$18.1K Buy
2,155
+1,104
+105% +$9.64K ﹤0.01% 1189
2023
Q1 		$10.3K Sell
1,051
-184
-15% -$2.25K ﹤0.01% 1337
2022
Q4 		$15.8K Sell
1,235
-733
-37% -$9.71K ﹤0.01% 1144
2022
Q3 		$25K Buy
1,968
+466
+31% +$6.74K 0.01% 832
2022
Q2 		$20K Hold
1,502
– – 0.01% 827
2022
Q1 		$25K Hold
1,502
– – 0.01% 621
2021
Q4 		$22K Buy
+1,502
New +$22.2K 0.01% 638

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's HOPE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Hope Bancorp (HOPE) stake by 79% in Q2 2026, selling an estimated $45.2K and leaving 946 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

EverSource Wealth Advisors first reported a position in HOPE in Q4 2021 and has held it in 19 quarters since. The position peaked at $53.9K in Q2 2025. 263 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • EverSource Wealth Advisors held 946 shares of Hope Bancorp worth $12.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,606 Hope Bancorp shares in Q2 2026, an estimated $45.2K.
  • Hope Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2749 holding.
  • EverSource Wealth Advisors first reported a position in Hope Bancorp in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Hope Bancorp position peaked at $53.9K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.