True Wealth Design’s Hope Bancorp HOPE Stock Holding History

True Wealth Design’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 Q3	$10.3K	Hold	774	–	–	﹤0.01%	1053
2026 Q2	$10.6K	Hold	774	–	–	﹤0.01%	1041
2026 Q1	$8.65K	Hold	774	–	–	﹤0.01%	1024
2025 Q4	$8.48K	Hold	774	–	–	﹤0.01%	918
2025 Q3	$8.34K	Hold	774	–	–	﹤0.01%	896
2025 Q2	$8.31K	Buy	774 +429	+124%	+$4.32K	﹤0.01%	637
2025 Q1	$3.61K	Buy	+345	New	+$3.87K	﹤0.01%	790

Other funds holding HOPE

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Strategy Asset Managers Pasadena, California $650M AUM 25.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

True Wealth Design's HOPE Position: Q3 2026 in Review

True Wealth Design held its Hope Bancorp (HOPE) position steady in Q3 2026 at 774 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1053.

True Wealth Design first reported a position in HOPE in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.6K in Q2 2026. 36 funds tracked by Wall St. Rank hold HOPE as of Q3 2026.

True Wealth Design held 774 shares of Hope Bancorp worth $10.3K as of Q3 2026.
True Wealth Design left its Hope Bancorp share count unchanged in Q3 2026.
Hope Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1053 holding.
True Wealth Design first reported a position in Hope Bancorp in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Hope Bancorp position peaked at $10.6K in Q2 2026.
36 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.