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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
Q2 		$37.7K Buy
2,753
+3
+0.1% +$38 ﹤0.01% 1466
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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Pinnacle Wealth Planning Services's HOPE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Hope Bancorp (HOPE) stake by 0.11% in Q2 2026, buying an estimated $38 and bringing the position to 2,753 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1466.

Pinnacle Wealth Planning Services first reported a position in HOPE in Q4 2020 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,753 shares of Hope Bancorp worth $37.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Hope Bancorp shares in Q2 2026, an estimated $38.
  • Hope Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1466 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hope Bancorp in Q4 2020 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.