Clearstead Trust’s Hanmi Financial HAFC Stock Holding History

Clearstead Trust’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
2025 Q4	–	Sell	-27	Closed	-$667	–	1227
2025 Q3	$667	Hold	27	–	–	﹤0.01%	1323
2025 Q2	$667	Buy	+27	New	+$617	﹤0.01%	1267

Other funds holding HAFC

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

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

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

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

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

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

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Clearstead Trust's HAFC Position: Q4 2025 in Review

Clearstead Trust sold out of Hanmi Financial (HAFC) in Q4 2025, closing a stake of 27 shares — an estimated $667 sold.

Clearstead Trust first reported a position in HAFC in Q2 2025 and held it in 2 quarters. The position peaked at $667 in Q3 2025. 221 funds tracked by Wall St. Rank hold HAFC as of Q4 2025.

Clearstead Trust reported no remaining Hanmi Financial position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 27 Hanmi Financial shares in Q4 2025, an estimated $667.
Clearstead Trust first reported a position in Hanmi Financial in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Hanmi Financial position peaked at $667 in Q3 2025.
221 funds tracked by Wall St. Rank held Hanmi Financial as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.