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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
Q2 		– Sell
-300
Closed -$3.35K – 1637
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 $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

Root Financial Partners's HOPE Position: Q2 2026 in Review

Root Financial Partners sold out of Hope Bancorp (HOPE) in Q2 2026, closing a stake of 300 shares — an estimated $3.35K sold.

Root Financial Partners first reported a position in HOPE in Q3 2025 and held it in 3 quarters. The position peaked at $3.35K in Q1 2026. 262 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • Root Financial Partners reported no remaining Hope Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 300 Hope Bancorp shares in Q2 2026, an estimated $3.35K.
  • Root Financial Partners first reported a position in Hope Bancorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hope Bancorp position peaked at $3.35K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.