CAPTRUST Financial Advisors
HAFC icon

CAPTRUST Financial Advisors’s Hanmi Financial HAFC Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$250K Buy
9,467
+167
+2% +$4.5K ﹤0.01% 2527
2025
Q4 		$251K Buy
9,300
+865
+10% +$23.1K ﹤0.01% 2375
2025
Q3 		$208K Buy
+8,435
New +$208K ﹤0.01% 2402
2022
Q3 		– Sell
-3,817
Closed -$86K – 2907
2022
Q2 		$86K Sell
3,817
-815
-18% -$18.9K ﹤0.01% 2322
2022
Q1 		$114K Buy
4,632
+1,819
+65% +$46.9K ﹤0.01% 2167
2021
Q4 		$67K Buy
2,813
+65
+2% +$1.45K ﹤0.01% 2444
2021
Q3 		$55K Sell
2,748
-90
-3% -$1.67K ﹤0.01% 2514
2021
Q2 		$54K Hold
2,838
– – ﹤0.01% 2466
2021
Q1 		$56K Buy
+2,838
New +$46K ﹤0.01% 2359

Other funds holding HAFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM