PWMG
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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

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State Street
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HAM
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Fuller & Thaler Asset Management
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VCM
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NAMI
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return