Y-Intercept (HK)’s Hope Bancorp HOPE Stock Holding History

Y-Intercept (HK)’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	$1.72M	Buy	+125,698	New	+$1.58M	0.03%	794
2026 Q1	–	Sell	-164,282	Closed	-$1.8M	–	1772
2025 Q4	$1.8M	Buy	164,282 +91,158	+125%	+$982K	0.04%	668
2025 Q3	$788K	Buy	+73,124	New	+$792K	0.02%	1085
2025 Q2	–	Sell	-10,020	Closed	-$105K	–	1786
2025 Q1	$105K	Sell	10,020 -43,451	-81%	-$488K	0.01%	1114
2024 Q4	$657K	Buy	+53,471	New	+$695K	0.04%	604
2024 Q3	–	Sell	-60,586	Closed	-$651K	–	1520
2024 Q2	$651K	Buy	60,586 +47,928	+379%	+$505K	0.04%	706
2024 Q1	$146K	Buy	12,658 +1,380	+12%	+$15.5K	0.01%	1208
2023 Q4	$136K	Sell	11,278 -70,991	-86%	-$706K	0.01%	1063
2023 Q3	$728K	Buy	82,269 +72,166	+714%	+$689K	0.07%	421
2023 Q2	$85.1K	Sell	10,103 -17,118	-63%	-$149K	0.01%	1133
2023 Q1	$267K	Sell	27,221 -3,341	-11%	-$41K	0.03%	828
2022 Q4	$391K	Sell	30,562 -6,858	-18%	-$90.9K	0.06%	532
2022 Q3	$473K	Buy	+37,420	New	+$541K	0.05%	560

Other funds holding HOPE

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return