Sequoia Financial Advisors’s Hope Bancorp HOPE Stock Holding History

Sequoia Financial Advisors’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	$145K	Sell	13,020 -111	-0.8%	-$1.28K	﹤0.01%	1824
2025 Q4	$144K	Sell	13,131 -404	-3%	-$4.35K	﹤0.01%	1849
2025 Q3	$146K	Sell	13,535 -1,295	-9%	-$14K	﹤0.01%	1664
2025 Q2	$159K	Sell	14,830 -517	-3%	-$5.21K	﹤0.01%	1503
2025 Q1	$161K	Sell	15,347 -1,085	-7%	-$12.2K	﹤0.01%	1295
2024 Q4	$202K	Buy	16,432 +2,922	+22%	+$38K	﹤0.01%	1222
2024 Q3	$170K	Buy	13,510 +38	+0.3%	+$465	﹤0.01%	1182
2024 Q2	$145K	Sell	13,472 -60	-0.4%	-$632	﹤0.01%	1133
2024 Q1	$156K	Sell	13,532 -18,540	-58%	-$208K	﹤0.01%	1083
2023 Q4	$387K	Buy	32,072 +15,094	+89%	+$150K	﹤0.01%	828
2023 Q3	$150K	Sell	16,978 -112	-0.7%	-$1.07K	﹤0.01%	890
2023 Q2	$144K	Buy	+17,090	New	+$149K	﹤0.01%	889

Other funds holding HOPE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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