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JFS Wealth Advisors’s Hope Bancorp HOPE Stock Holding History

JFS 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 		$247 Buy
18
+17
+1,700% +$213 ﹤0.01% 2107
2026
Q1 		$12 Hold
1
– – ﹤0.01% 1880
2025
Q4 		$11 Hold
1
– – ﹤0.01% 1916
2025
Q3 		$11 Hold
1
– – ﹤0.01% 1896
2025
Q2 		$11 Hold
1
– – ﹤0.01% 1859
2025
Q1 		$11 Hold
1
– – ﹤0.01% 1928
2024
Q4 		$13 Hold
1
– – ﹤0.01% 1939
2024
Q3 		$13 Hold
1
– – ﹤0.01% 1956
2024
Q2 		$11 Hold
1
– – ﹤0.01% 1978
2024
Q1 		$12 Hold
1
– – ﹤0.01% 2001
2023
Q4 		$13 Hold
1
– – ﹤0.01% 1993
2023
Q3 		$9 Sell
1
-11
-92% -$105 ﹤0.01% 1966
2023
Q2 		$102 Buy
12
+5
+71% +$44 ﹤0.01% 1924
2023
Q1 		$69 Sell
7
-20
-74% -$245 ﹤0.01% 1910
2022
Q4 		$346 Hold
27
– – ﹤0.01% 1783
2022
Q3 		$0 Buy
27
+11
+69% +$159 ﹤0.01% 1809
2022
Q2 		$0 Sell
16
-2
-11% -$29 ﹤0.01% 1825
2022
Q1 		$0 Buy
18
+11
+157% +$181 ﹤0.01% 1882
2021
Q4 		$0 Buy
+7
New +$103 ﹤0.01% 1781

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

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

JFS Wealth Advisors increased its Hope Bancorp (HOPE) stake by 1,700% in Q2 2026, buying an estimated $213 and bringing the position to 18 shares worth $247. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

JFS Wealth Advisors first reported a position in HOPE in Q4 2021 and has held it in 19 quarters since. The position peaked at $346 in Q4 2022. 262 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • JFS Wealth Advisors held 18 shares of Hope Bancorp worth $247 as of Q2 2026.
  • JFS Wealth Advisors bought 17 Hope Bancorp shares in Q2 2026, an estimated $213.
  • Hope Bancorp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2107 holding.
  • JFS Wealth Advisors first reported a position in Hope Bancorp in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Hope Bancorp position peaked at $346 in Q4 2022.
  • 262 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.