Position in HOPE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,487,584
+$802,947 QoQ
Shares Held
181,841
+20.6% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#53
of 260 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in HOPE Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $81,859,682 across 40 Banks - Regional names. HOPE ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
44,994 | $11,078,422 | |
| 2 | USB |
US Bancorp De
|
181,168 | $10,942,547 | |
| 3 | TFC |
Truist Financial Corp
|
207,531 | $10,339,194 | |
| 4 | MTB |
M&T Bank Corp
|
43,054 | $10,247,282 | |
| 5 | UCB |
United Community Banks Inc
|
241,611 | $8,478,129 | |
| 6 | OVLY |
Oak Valley Bancorp
|
140,282 | $4,734,517 | |
| 7 | HOPE |
Hope Bancorp Inc
This page
|
181,841 | $2,487,584 | |
| 8 | JMSB |
John Marshall Bancorp, Inc.
|
104,494 | $2,277,969 |
All Filings in HOPE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,487,584 | 181,841 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,684,637 | 150,818 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,648,712 | 150,430 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,614,304 | 149,889 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $1,579,209 | 147,177 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $1,245,364 | 118,946 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,458,823 | 118,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,478,600 | 117,723 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,213,867 | 113,023 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,232,640 | 107,093 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,523,493 | 126,117 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $936,790 | 105,852 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $767,491 | 91,151 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||