BAILARD, INC. HOPE — HOPE BANCORP INC

Ownership history in BAILARD, INC.  ·  4 quarters on record

AI Ownership Summary

BAILARD, INC. reported HOPE BANCORP INC (HOPE) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows HOPE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HOPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAILARD, INC.'s position in HOPE BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

HOPE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HOPE stock page BAILARD, INC. fund profile BAILARD, INC. full holdings
How BAILARD, INC. held HOPE — position size vs. price
% of Fund (quarterly)    HOPE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 50,905 -17,547 -25.6% 0.01% $677K 2026-10-13 $13.31
2025 Q4 ADDED — — — 68,452 +33,464 +95.6% 0.02% $750K 2026-02-04 $12.28
2025 Q3 REDUCED 19.9% +5.3% ❌ 34,988 -8,669 -19.9% 0.01% $377K 2025-10-30 $10.05
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HOPE

As of 2026 Q3 — sorted by position size

SummerHaven Investment Management, LLC 3Y 0.65% Park Capital Management, LLC / WI 0.08% A&I FINANCIAL SERVICES, LLC 3Y 7Y 0.06% STRATEGY ASSET MANAGERS LLC 3Y 7Y 0.05% Everhart Financial Group, Inc. 3Y 0.02% NorthCrest Asset Manangement, LLC 3Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% Hennion & Walsh Asset Management, Inc. 3Y 0.01% Fortitude Family Office, LLC 0.0% GAMMA Investing LLC 0.0%

FAQ About BAILARD, INC. and HOPE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAILARD, INC. reported owning HOPE?

BAILARD, INC. reported HOPE across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported HOPE position in BAILARD, INC.'s portfolio?

The largest reported portfolio weight for HOPE was 0.02% in 2025 Q4.

What is the latest reported HOPE position on this page?

The most recent filing on this page is 2026 Q3, when BAILARD, INC. reported 50,905 shares, equal to 0.01% of portfolio, with an estimated market value of $677K.

What does the chart on this HOPE ownership page compare?

The chart compares BAILARD, INC.'s quarterly HOPE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAILARD, INC. time their HOPE position?

Based on 13F filing dates vs. subsequent HOPE price moves, BAILARD, INC. correctly timed 1 out of 3 reported position changes (33%).

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