AssetMark Inc’s Hanmi Financial HAFC Stock Holding History

AssetMark Inc’s Portfolio HAFC Stock Details HAFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$35.1K	Buy	1,135 +55	+5%	+$1.75K	﹤0.01%	2022
2026 Q2	$35K	Buy	1,080 +26	+2%	+$776	﹤0.01%	1972
2026 Q1	$27.8K	Buy	1,054 +1,051	+35,033%	+$28.3K	﹤0.01%	1944
2025 Q4	$81	Buy	+3	New	+$80	﹤0.01%	3315
2025 Q1	–	Sell	-1	Closed	-$24	–	2676
2024 Q4	$24	Buy	+1	New	+$23	﹤0.01%	2573
2023 Q1	–	Sell	-384	Closed	-$9.5K	–	1648
2022 Q4	$9.5K	Hold	384	–	–	﹤0.01%	1303
2022 Q3	$9K	Buy	+384	New	+$9.42K	﹤0.01%	1234
2018 Q1	–	Sell	-12	Closed	–	–	1647
2017 Q4	$0	Buy	+12	New	+$370	﹤0.01%	1977
2017 Q3	–	Sell	-5	Closed	–	–	1528
2017 Q2	$0	Buy	+5	New	+$143	﹤0.01%	1422
2017 Q1	–	Sell	-5	Closed	–	–	1338
2016 Q4	$0	Buy	+5	New	+$146	﹤0.01%	1305

Other funds holding HAFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

AssetMark Inc's HAFC Position: Q3 2026 in Review

AssetMark Inc increased its Hanmi Financial (HAFC) stake by 5.1% in Q3 2026, buying an estimated $1.75K and bringing the position to 1,135 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

AssetMark Inc first reported a position in HAFC in Q4 2016 and has held it in 10 quarters since. 79 funds tracked by Wall St. Rank hold HAFC as of Q3 2026.

AssetMark Inc held 1,135 shares of Hanmi Financial worth $35.1K as of Q3 2026.
AssetMark Inc bought 55 Hanmi Financial shares in Q3 2026, an estimated $1.75K.
Hanmi Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2022 holding.
AssetMark Inc first reported a position in Hanmi Financial in Q4 2016 and has held it in 10 quarters since.
79 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.