Carson Wealth (CWM LLC)
HAFC icon

Carson Wealth (CWM LLC)’s Hanmi Financial HAFC Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.17M Buy
44,553
+356
+0.8% +$9.59K ﹤0.01% 1449
2025
Q4 		$1.2M Buy
44,197
+1,552
+4% +$41.5K ﹤0.01% 1392
2025
Q3 		$1.05M Buy
42,645
+4,126
+11% +$102K ﹤0.01% 1375
2025
Q2 		$951K Buy
38,519
+2,925
+8% +$66.8K ﹤0.01% 1260
2025
Q1 		$807K Buy
35,594
+4,139
+13% +$95.8K ﹤0.01% 1256
2024
Q4 		$743K Buy
31,455
+2,271
+8% +$53.3K ﹤0.01% 1223
2024
Q3 		$543K Buy
29,184
+12,193
+72% +$228K ﹤0.01% 1286
2024
Q2 		$284K Buy
16,991
+11,173
+192% +$174K ﹤0.01% 1418
2024
Q1 		$93K Buy
5,818
+3,586
+161% +$58.4K ﹤0.01% 1919
2023
Q4 		$43K Buy
2,232
+1,662
+292% +$28K ﹤0.01% 2269
2023
Q3 		$9K Buy
570
+477
+513% +$8.24K ﹤0.01% 3190
2023
Q2 		$1K Sell
93
-220
-70% -$3.51K ﹤0.01% 3966
2023
Q1 		$6K Buy
313
+3
+1% +$68 ﹤0.01% 3205
2022
Q4 		$8K Sell
310
-24
-7% -$611 ﹤0.01% 2929
2022
Q3 		$8K Buy
334
+51
+18% +$1.25K ﹤0.01% 2816
2022
Q2 		$6K Sell
283
-79
-22% -$1.83K ﹤0.01% 2887
2022
Q1 		$9K Hold
362
– – ﹤0.01% 2538
2021
Q4 		$9K Buy
+362
New +$8.09K ﹤0.01% 2410

Other funds holding HAFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Carson Wealth (CWM LLC)'s HAFC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hanmi Financial (HAFC) stake by 0.81% in Q1 2026, buying an estimated $9.59K and bringing the position to 44,553 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Carson Wealth (CWM LLC) first reported a position in HAFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q4 2025. 216 funds tracked by Wall St. Rank hold HAFC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 44,553 shares of Hanmi Financial worth $1.17M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 356 Hanmi Financial shares in Q1 2026, an estimated $9.59K.
  • Hanmi Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1449 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hanmi Financial in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Hanmi Financial position peaked at $1.2M in Q4 2025.
  • 216 funds tracked by Wall St. Rank held Hanmi Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.