Pinnacle Holdings’s Hope Bancorp HOPE Stock Holding History

Pinnacle 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	$760K	Sell	68,060 -2,720	-4%	-$31.4K	0.25%	121
2025 Q4	$776K	Hold	70,780	–	–	0.26%	120
2025 Q3	$762K	Hold	70,780	–	–	0.27%	115
2025 Q2	$759K	Hold	70,780	–	–	0.27%	113
2025 Q1	$741K	Hold	70,780	–	–	0.28%	116
2024 Q4	$870K	Sell	70,780 -152	-0.2%	-$1.98K	0.33%	109
2024 Q3	$891K	Sell	70,932 -40	-0.1%	-$489	0.35%	101
2024 Q2	$762K	Sell	70,972 -95	-0.1%	-$1K	0.31%	111
2024 Q1	$818K	Sell	71,067 -455	-0.6%	-$5.11K	0.33%	108
2023 Q4	$864K	Hold	71,522	–	–	0.36%	107
2023 Q3	$633K	Hold	71,522	–	–	0.3%	106
2023 Q2	$602K	Hold	71,522	–	–	0.27%	111
2023 Q1	$702K	Buy	71,522 +9,378	+15%	+$115K	0.33%	104
2022 Q4	$796K	Sell	62,144 -571	-0.9%	-$7.57K	0.36%	98
2022 Q3	$793K	Hold	62,715	–	–	0.37%	96
2022 Q2	$868K	Buy	62,715 +10,000	+19%	+$146K	0.4%	90
2022 Q1	$848K	Sell	52,715 -53	-0.1%	-$874	0.33%	99
2021 Q4	$776K	Hold	52,768	–	–	0.33%	101
2021 Q3	$762K	Buy	+52,768	New	+$719K	0.33%	101

Other funds holding HOPE

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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