SVB Wealth’s Hope Bancorp HOPE Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-252	Closed	-$2.64K	–	1003
2025 Q1	$2.64K	Buy	+252	New	+$2.83K	﹤0.01%	1174
2022 Q4	–	Sell	-10,543	Closed	-$133K	–	1068
2022 Q3	$133K	Buy	+10,543	New	+$153K	﹤0.01%	892
2018 Q3	–	Sell	-26,760	Closed	-$477K	–	450
2018 Q2	$477K	Sell	26,760 -26,746	-50%	-$483K	0.02%	337
2018 Q1	$973K	Buy	53,506 +7,020	+15%	+$130K	0.04%	264
2017 Q4	$848K	Buy	46,486 +4,558	+11%	+$82.7K	0.03%	282
2017 Q3	$743K	Buy	+41,928	New	+$717K	0.03%	297

Other funds holding HOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return