Meriwether Wealth & Planning’s Hope Bancorp HOPE Stock Holding History

Meriwether Wealth & Planning’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	$4.65K	Buy	+350	New	+$4.85K	﹤0.01%	524

Other funds holding HOPE

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dana Investment Advisors Waukesha, Wisconsin $3.69B AUM 30.1% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Meriwether Wealth & Planning's HOPE Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Hope Bancorp (HOPE) in Q3 2026: 350 shares worth $4.65K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings.

144 funds tracked by Wall St. Rank hold HOPE as of Q3 2026.

Meriwether Wealth & Planning held 350 shares of Hope Bancorp worth $4.65K as of Q3 2026.
Hope Bancorp was a new Meriwether Wealth & Planning position in Q3 2026.
Hope Bancorp made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #524 holding.
144 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.