EWA
HOPE icon

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
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 $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
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
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