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Hennion & Walsh Asset Management’s Hope Bancorp HOPE Stock Holding History

Hennion & Walsh Asset Management’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
Q3 		$289K Sell
21,775
-261
-1% -$3.62K 0.01% 870
2026
Q2 		$301K Sell
22,036
-645
-3% -$8.08K 0.01% 847
2026
Q1 		$253K Buy
22,681
+45
+0.2% +$520 0.01% 863
2025
Q4 		$248K Sell
22,636
-22,995
-50% -$248K 0.01% 865
2025
Q3 		$491K Sell
45,631
-912
-2% -$9.88K 0.02% 711
2025
Q2 		$499K Buy
46,543
+8,336
+22% +$84K 0.02% 671
2025
Q1 		$400K Buy
38,207
+8,581
+29% +$96.3K 0.02% 696
2024
Q4 		$364K Sell
29,626
-8,822
-23% -$115K 0.02% 713
2024
Q3 		$483K Sell
38,448
-2,802
-7% -$34.3K 0.02% 630
2024
Q2 		$443K Buy
41,250
+655
+2% +$6.9K 0.02% 621
2024
Q1 		$467K Buy
40,595
+5,184
+15% +$58.2K 0.03% 585
2023
Q4 		$428K Buy
35,411
+5,072
+17% +$50.4K 0.02% 588
2023
Q3 		$269K Sell
30,339
-798
-3% -$7.62K 0.02% 674
2023
Q2 		$262K Buy
31,137
+14,067
+82% +$123K 0.02% 698
2023
Q1 		$168K Buy
17,070
+3,113
+22% +$38.2K 0.01% 743
2022
Q4 		$179K Buy
13,957
+3,261
+30% +$43.2K 0.01% 739
2022
Q3 		$135K Buy
+10,696
New +$155K 0.01% 742

Other funds holding HOPE

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Hennion & Walsh Asset Management's HOPE Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Hope Bancorp (HOPE) stake by 1.2% in Q3 2026, selling an estimated $3.62K and leaving 21,775 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #870.

Hennion & Walsh Asset Management first reported a position in HOPE in Q3 2022 and has held it in 17 quarters since. The position peaked at $499K in Q2 2025. 15 funds tracked by Wall St. Rank hold HOPE as of Q3 2026.

  • Hennion & Walsh Asset Management held 21,775 shares of Hope Bancorp worth $289K as of Q3 2026.
  • Hennion & Walsh Asset Management sold 261 Hope Bancorp shares in Q3 2026, an estimated $3.62K.
  • Hope Bancorp made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #870 holding.
  • Hennion & Walsh Asset Management first reported a position in Hope Bancorp in Q3 2022 and has held it in 17 quarters since.
  • Hennion & Walsh Asset Management's Hope Bancorp position peaked at $499K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.