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Summit Securities Group’s Hope Bancorp HOPE Stock Holding History

Summit Securities 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
Q2 		– Sell
-1,404
Closed -$15.7K – 1252
2026
Q1 		$15.7K Buy
+1,404
New +$16.2K ﹤0.01% 575
2025
Q2 		– Sell
-57,960
Closed -$607K – 1227
2025
Q1 		$607K Buy
+57,960
New +$651K 0.1% 100
2016
Q4 		– Sell
-14,317
Closed -$249K – 287
2016
Q3 		$249K Buy
+14,317
New +$232K 0.08% 115

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

Summit Securities Group's HOPE Position: Q2 2026 in Review

Summit Securities Group sold out of Hope Bancorp (HOPE) in Q2 2026, closing a stake of 1,404 shares — an estimated $15.7K sold.

Summit Securities Group first reported a position in HOPE in Q3 2016 and held it in 3 quarters. The position peaked at $607K in Q1 2025. 263 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • Summit Securities Group reported no remaining Hope Bancorp position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,404 Hope Bancorp shares in Q2 2026, an estimated $15.7K.
  • Summit Securities Group first reported a position in Hope Bancorp in Q3 2016 and held it in 3 quarters.
  • Summit Securities Group's Hope Bancorp position peaked at $607K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.