Covestor’s Hanmi Financial HAFC Stock Holding History

Covestor’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	$8K	Buy	+314	New	+$8.45K	0.01%	1561
2025 Q2	–	Sell	-14	Closed	–	–	2426
2025 Q1	$0	Sell	14 -5	-26%	-$116	﹤0.01%	2429
2024 Q4	$0	Sell	19 -28	-60%	-$657	﹤0.01%	2442
2024 Q3	$1K	Buy	+47	New	+$881	﹤0.01%	1987
2023 Q4	–	Sell	-52	Closed	-$1K	–	2363
2023 Q3	$1K	Buy	52 +32	+160%	+$553	﹤0.01%	1938
2023 Q2	$0	Sell	20 -112	-85%	-$1.79K	﹤0.01%	2345
2023 Q1	$2K	Buy	132 +68	+106%	+$1.54K	﹤0.01%	1755
2022 Q4	$2K	Sell	64 -35	-35%	-$891	﹤0.01%	1776
2022 Q3	$2K	Sell	99 -54	-35%	-$1.32K	﹤0.01%	1709
2022 Q2	$3K	Sell	153 -28	-15%	-$649	﹤0.01%	1522
2022 Q1	$4K	Sell	181 -14	-7%	-$361	﹤0.01%	1536
2021 Q4	$5K	Buy	+195	New	+$4.36K	0.01%	1309

Other funds holding HAFC

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 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

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 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

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM