Cassady Schiller Wealth Management’s Hanmi Financial HAFC Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$331	Buy	+14	New	+$328	﹤0.01%	1031

Other funds holding HAFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cassady Schiller Wealth Management's HAFC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Hanmi Financial (HAFC) in Q4 2024: 14 shares worth $331. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings.

182 funds tracked by Wall St. Rank hold HAFC as of Q4 2024.

Cassady Schiller Wealth Management held 14 shares of Hanmi Financial worth $331 as of Q4 2024.
Hanmi Financial was a new Cassady Schiller Wealth Management position in Q4 2024.
Hanmi Financial made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1031 holding.
182 funds tracked by Wall St. Rank held Hanmi Financial as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.