Private Wealth Management Group’s Hope Bancorp HOPE Stock Holding History

Private Wealth Management Group’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	–	Sell	-144	Closed	-$1.58K	–	1496
2025 Q4	$1.58K	Sell	144 -34	-19%	-$366	﹤0.01%	1156
2025 Q3	$1.92K	Hold	178	–	–	﹤0.01%	1118
2025 Q2	$1.91K	Hold	178	–	–	﹤0.01%	1097
2025 Q1	$1.86K	Hold	178	–	–	﹤0.01%	1079
2024 Q4	$2.19K	Hold	178	–	–	﹤0.01%	1047
2024 Q3	$2.24K	Hold	178	–	–	﹤0.01%	1014
2024 Q2	$1.91K	Hold	178	–	–	﹤0.01%	1061
2024 Q1	$2.05K	Hold	178	–	–	﹤0.01%	956
2023 Q4	$2.15K	Buy	+178	New	+$1.77K	﹤0.01%	948

Other funds holding HOPE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Private Wealth Management Group's HOPE Position: Q1 2026 in Review

Private Wealth Management Group sold out of Hope Bancorp (HOPE) in Q1 2026, closing a stake of 144 shares — an estimated $1.58K sold.

Private Wealth Management Group first reported a position in HOPE in Q4 2023 and held it in 9 quarters. The position peaked at $2.24K in Q3 2024. 253 funds tracked by Wall St. Rank hold HOPE as of Q1 2026.

Private Wealth Management Group reported no remaining Hope Bancorp position as of Q1 2026 after selling out during the quarter.
Private Wealth Management Group sold 144 Hope Bancorp shares in Q1 2026, an estimated $1.58K.
Private Wealth Management Group first reported a position in Hope Bancorp in Q4 2023 and held it in 9 quarters.
Private Wealth Management Group's Hope Bancorp position peaked at $2.24K in Q3 2024.
253 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.