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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
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

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

True Wealth Design's HOPE Position: Q2 2026 in Review

True Wealth Design held its Hope Bancorp (HOPE) position steady in Q2 2026 at 774 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

True Wealth Design first reported a position in HOPE in Q1 2025 and has held it in 6 quarters since. 262 funds tracked by Wall St. Rank hold HOPE as of Q2 2026.

  • True Wealth Design held 774 shares of Hope Bancorp worth $10.6K as of Q2 2026.
  • True Wealth Design left its Hope Bancorp share count unchanged in Q2 2026.
  • Hope Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1041 holding.
  • True Wealth Design first reported a position in Hope Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 262 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.