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Pinnacle Wealth Planning Services’s Hope Bancorp HOPE Stock Holding History

Pinnacle Wealth Planning Services’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 		$30.7K Buy
2,750
+160
+6% +$1.85K ﹤0.01% 1472
2025
Q4 		$28.4K Buy
+2,590
New +$27.9K ﹤0.01% 1546
2021
Q1 		– Sell
-366
Closed -$4K – 1053
2020
Q4 		$4K Buy
+366
New +$3.41K ﹤0.01% 1729

Other funds holding HOPE

BlackRock
BlackRock New York $5.72T 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

Pinnacle Wealth Planning Services's HOPE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Hope Bancorp (HOPE) stake by 6.2% in Q1 2026, buying an estimated $1.85K and bringing the position to 2,750 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Pinnacle Wealth Planning Services first reported a position in HOPE in Q4 2020 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold HOPE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,750 shares of Hope Bancorp worth $30.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 160 Hope Bancorp shares in Q1 2026, an estimated $1.85K.
  • Hope Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1472 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hope Bancorp in Q4 2020 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.