Bailard’s Hanmi Financial HAFC Stock Holding History

Bailard’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	$917K	Buy	29,670 +22,870	+336%	+$729K	0.02%	370
2026 Q2	$220K	Buy	+6,800	New	+$203K	﹤0.01%	717
2025 Q4	–	Sell	-34,623	Closed	-$855K	–	808
2025 Q3	$855K	Sell	34,623 -1,000	-3%	-$24.6K	0.02%	356
2025 Q2	$879K	Hold	35,623	–	–	0.02%	344
2025 Q1	$807K	Hold	35,623	–	–	0.02%	340
2024 Q4	$841K	Hold	35,623	–	–	0.02%	325
2024 Q3	$663K	Hold	35,623	–	–	0.02%	408
2024 Q2	$596K	Hold	35,623	–	–	0.02%	417
2024 Q1	$567K	Hold	35,623	–	–	0.02%	439
2023 Q4	$691K	Hold	35,623	–	–	0.02%	371
2023 Q3	$578K	Hold	35,623	–	–	0.02%	382
2023 Q2	$532K	Hold	35,623	–	–	0.02%	384
2023 Q1	$662K	Hold	35,623	–	–	0.02%	331
2022 Q4	$882K	Hold	35,623	–	–	0.03%	280
2022 Q3	$844K	Hold	35,623	–	–	0.03%	259
2022 Q2	$799K	Hold	35,623	–	–	0.03%	275
2022 Q1	$877K	Hold	35,623	–	–	0.03%	285
2021 Q4	$844K	Hold	35,623	–	–	0.03%	292
2021 Q3	$715K	Hold	35,623	–	–	0.02%	328
2021 Q2	$679K	Hold	35,623	–	–	0.02%	345
2021 Q1	$703K	Buy	35,623 +900	+3%	+$14.6K	0.03%	313
2020 Q4	$394K	Buy	+34,723	New	+$347K	0.02%	382

Other funds holding HAFC

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Bailard's HAFC Position: Q3 2026 in Review

Bailard increased its Hanmi Financial (HAFC) stake by 336% in Q3 2026, buying an estimated $729K and bringing the position to 29,670 shares worth $917K. The position accounts for 0.02% of the portfolio, ranked #370.

Bailard first reported a position in HAFC in Q4 2020 and has held it in 22 quarters since. 10 funds tracked by Wall St. Rank hold HAFC as of Q3 2026.

Bailard held 29,670 shares of Hanmi Financial worth $917K as of Q3 2026.
Bailard bought 22,870 Hanmi Financial shares in Q3 2026, an estimated $729K.
Hanmi Financial made up 0.02% of Bailard's portfolio in Q3 2026, its #370 holding.
Bailard first reported a position in Hanmi Financial in Q4 2020 and has held it in 22 quarters since.
10 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.