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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bailard's HAFC Position: Q2 2026 in Review

Bailard opened a new position in Hanmi Financial (HAFC) in Q2 2026: 6,800 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #717 among its holdings. This is a return to the name: Bailard previously reported a position in HAFC as recently as Q3 2025.

Bailard first reported a position in HAFC in Q4 2020 and has held it in 21 quarters since. The position peaked at $882K in Q4 2022. 228 funds tracked by Wall St. Rank hold HAFC as of Q2 2026.

Bailard held 6,800 shares of Hanmi Financial worth $220K as of Q2 2026.
Hanmi Financial was a new Bailard position in Q2 2026.
Hanmi Financial made up ﹤0.01% of Bailard's portfolio in Q2 2026, its #717 holding.
Bailard first reported a position in Hanmi Financial in Q4 2020 and has held it in 21 quarters since.
Bailard's Hanmi Financial position peaked at $882K in Q4 2022.
228 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.