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SageView Advisory Group’s Hope Bancorp HOPE Stock Holding History

SageView Advisory 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
-2,044
Closed -$22.4K – 1384
2025
Q4 		$22.4K Buy
+2,044
New +$22K ﹤0.01% 1403
2024
Q2 		– Sell
-4,261
Closed -$875K – 609
2024
Q1 		$875K Buy
+4,261
New +$47.9K 0.04% 220

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
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
State Street
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
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

SageView Advisory Group's HOPE Position: Q1 2026 in Review

SageView Advisory Group sold out of Hope Bancorp (HOPE) in Q1 2026, closing a stake of 2,044 shares — an estimated $22.4K sold.

SageView Advisory Group first reported a position in HOPE in Q1 2024 and held it in 2 quarters. The position peaked at $875K in Q1 2024. 253 funds tracked by Wall St. Rank hold HOPE as of Q1 2026.

  • SageView Advisory Group reported no remaining Hope Bancorp position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,044 Hope Bancorp shares in Q1 2026, an estimated $22.4K.
  • SageView Advisory Group first reported a position in Hope Bancorp in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Hope Bancorp position peaked at $875K in Q1 2024.
  • 253 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.