Jones Financial Companies
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Jones Financial Companies’s Hope Bancorp HOPE Stock Holding History

Jones Financial Companies’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 		$16K Buy
1,179
+532
+82% +$6.67K ﹤0.01% 3599
2026
Q1 		$7.07K Buy
647
+403
+165% +$4.66K ﹤0.01% 3710
2025
Q4 		$2.67K Hold
244
– – ﹤0.01% 3732
2025
Q3 		$2.65K Buy
244
+57
+30% +$617 ﹤0.01% 3596
2025
Q2 		$2.02K Buy
187
+185
+9,250% +$1.86K ﹤0.01% 3465
2025
Q1 		$21 Hold
2
– – ﹤0.01% 3677
2024
Q4 		$25 Buy
+2
New +$26 ﹤0.01% 3395

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

Jones Financial Companies's HOPE Position: Q2 2026 in Review

Jones Financial Companies increased its Hope Bancorp (HOPE) stake by 82% in Q2 2026, buying an estimated $6.67K and bringing the position to 1,179 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

Jones Financial Companies first reported a position in HOPE in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • Jones Financial Companies held 1,179 shares of Hope Bancorp worth $16K as of Q2 2026.
  • Jones Financial Companies bought 532 Hope Bancorp shares in Q2 2026, an estimated $6.67K.
  • Hope Bancorp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3599 holding.
  • Jones Financial Companies first reported a position in Hope Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.