Pathstone Holdings
HOPE icon

Pathstone Holdings’s Hope Bancorp HOPE Stock Holding History

Pathstone Holdings’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
Q1 		$404K Sell
36,131
-1,907
-5% -$22K ﹤0.01% 1846
2025
Q4 		$417K Buy
38,038
+401
+1% +$4.32K ﹤0.01% 1815
2025
Q3 		$405K Buy
37,637
+8,327
+28% +$90.2K ﹤0.01% 1873
2025
Q2 		$314K Sell
29,310
-4,506
-13% -$45.4K ﹤0.01% 1913
2025
Q1 		$357K Buy
33,816
+9,640
+40% +$108K ﹤0.01% 1872
2024
Q4 		$297K Sell
24,176
-9,440
-28% -$123K ﹤0.01% 1972
2024
Q3 		$422K Sell
33,616
-797
-2% -$9.74K ﹤0.01% 1810
2024
Q2 		$370K Sell
34,413
-640
-2% -$6.74K ﹤0.01% 1850
2024
Q1 		$403K Buy
35,053
+5,108
+17% +$57.4K ﹤0.01% 1785
2023
Q4 		$362K Buy
+29,945
New +$298K ﹤0.01% 1702

Other funds holding HOPE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return