NAM
HOPE icon

NorthCrest Asset Manangement’s Hope Bancorp HOPE Stock Holding History

NorthCrest Asset Manangement’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 		$747K Buy
55,856
+989
+2% +$12.4K 0.02% 441
2026
Q1 		$638K Sell
54,867
-10
-0% -$116 0.02% 413
2025
Q4 		$616K Buy
54,877
+73
+0.1% +$786 0.01% 482
2025
Q3 		$601K Buy
54,804
+17,397
+47% +$188K 0.01% 448
2025
Q2 		$432K Sell
37,407
-18,454
-33% -$186K 0.01% 443
2025
Q1 		$585K Buy
55,861
+149
+0.3% +$1.67K 0.02% 401
2024
Q4 		$685K Sell
55,712
-1,128
-2% -$14.7K 0.02% 352
2024
Q3 		$714K Hold
56,840
– – 0.02% 350
2024
Q2 		$610K Hold
56,840
– – 0.02% 348
2024
Q1 		$654K Sell
56,840
-800
-1% -$8.99K 0.02% 335
2023
Q4 		$696K Hold
57,640
– – 0.03% 322
2023
Q3 		$510K Hold
57,640
– – 0.02% 363
2023
Q2 		$485K Sell
57,640
-1,200
-2% -$10.5K 0.02% 363
2023
Q1 		$578K Buy
58,840
+2,300
+4% +$28.2K 0.02% 336
2022
Q4 		$724K Buy
56,540
+1,900
+3% +$25.2K 0.04% 226
2022
Q3 		$691K Hold
54,640
– – 0.04% 253
2022
Q2 		$756K Hold
54,640
– – 0.04% 249
2022
Q1 		$879K Buy
54,640
+800
+1% +$13.2K 0.04% 221
2021
Q4 		$792K Buy
+53,840
New +$795K 0.04% 256

Other funds holding HOPE

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HWAM
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
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return