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AF
Allworth Financial’s
Hanmi Financial
HAFC
Stock Holding History
Allworth Financial’s Portfolio
HAFC Stock Details
HAFC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$16.3K
Buy
617
+132
+27%
+$3.55K
﹤0.01%
3143
2025
Q4
$13.1K
Buy
485
+101
+26%
+$2.7K
﹤0.01%
3079
2025
Q3
$9.48K
Buy
384
+234
+156%
+$5.76K
﹤0.01%
3164
2025
Q2
$3.7K
Buy
150
+108
+257%
+$2.47K
﹤0.01%
3430
2025
Q1
$976
Hold
42
–
–
﹤0.01%
3475
2024
Q4
$968
Hold
42
–
–
﹤0.01%
3406
2024
Q3
$782
Hold
42
–
–
﹤0.01%
3304
2024
Q2
$820
Hold
42
–
–
﹤0.01%
3238
2024
Q1
$669
Buy
+42
New
+$684
﹤0.01%
3202
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VCM
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$4.04T AUM
American Century Companies
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$194B AUM
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Charles Schwab
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1-Year Est. Return
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$1.61T AUM
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RIP
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$359M AUM
22.33%
1-Year Est. Return
VPM
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$1.91T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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