LRI Investments’s Hope Bancorp HOPE Stock Holding History

LRI Investments’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	$11.8K	Hold	860	–	–	﹤0.01%	915
2026 Q1	$9.61K	Hold	860	–	–	﹤0.01%	894
2025 Q4	$9.43K	Hold	860	–	–	﹤0.01%	884
2025 Q3	$9.26K	Hold	860	–	–	﹤0.01%	893
2025 Q2	$9.23K	Hold	860	–	–	﹤0.01%	863
2025 Q1	$9K	Hold	860	–	–	﹤0.01%	812
2024 Q4	$10.6K	Sell	860 -72	-8%	-$936	﹤0.01%	778
2024 Q3	$12.6K	Sell	932 -81	-8%	-$990	﹤0.01%	736
2024 Q2	$10.9K	Buy	+1,013	New	+$10.7K	﹤0.01%	733

Other funds holding HOPE

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return