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Root Financial Partners’s Hope Bancorp HOPE Stock Holding History

Root Financial Partners’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 		$3.35K Buy
300
+264
+733% +$3.05K ﹤0.01% 2108
2025
Q4 		$395 Buy
36
+35
+3,500% +$377 ﹤0.01% 2237
2025
Q3 		$11 Buy
+1
New +$11 ﹤0.01% 2286

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

Root Financial Partners's HOPE Position: Q1 2026 in Review

Root Financial Partners increased its Hope Bancorp (HOPE) stake by 733% in Q1 2026, buying an estimated $3.05K and bringing the position to 300 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Root Financial Partners first reported a position in HOPE in Q3 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold HOPE as of Q1 2026.

  • Root Financial Partners held 300 shares of Hope Bancorp worth $3.35K as of Q1 2026.
  • Root Financial Partners bought 264 Hope Bancorp shares in Q1 2026, an estimated $3.05K.
  • Hope Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2108 holding.
  • Root Financial Partners first reported a position in Hope Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.