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SHP Wealth Management’s OP Bancorp OPBK Stock Holding History

SHP Wealth Management’s Portfolio OPBK Stock Details OPBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.85K Buy
289
+2
+0.7% +$27 ﹤0.01% 1129
2025
Q4 		$4.05K Buy
+287
New +$3.92K ﹤0.01% 1016

Other funds holding OPBK

DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return

SHP Wealth Management's OPBK Position: Q1 2026 in Review

SHP Wealth Management increased its OP Bancorp (OPBK) stake by 0.7% in Q1 2026, buying an estimated $27 and bringing the position to 289 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

SHP Wealth Management first reported a position in OPBK in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.05K in Q4 2025. 96 funds tracked by Wall St. Rank hold OPBK as of Q1 2026.

  • SHP Wealth Management held 289 shares of OP Bancorp worth $3.85K as of Q1 2026.
  • SHP Wealth Management bought 2 OP Bancorp shares in Q1 2026, an estimated $27.
  • OP Bancorp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1129 holding.
  • SHP Wealth Management first reported a position in OP Bancorp in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's OP Bancorp position peaked at $4.05K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held OP Bancorp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.