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EP Wealth Advisors’s Hanmi Financial HAFC Stock Holding History

EP Wealth 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
Q2 		$389K Buy
11,997
+379
+3% +$11.3K ﹤0.01% 1150
2026
Q1 		$306K Sell
11,618
-204
-2% -$5.49K ﹤0.01% 1154
2025
Q4 		$320K Buy
+11,822
New +$316K ﹤0.01% 1101
2025
Q2 		$279K Sell
11,304
-74
-0.7% -$1.69K ﹤0.01% 1060
2025
Q1 		$258K Buy
+11,378
New +$263K ﹤0.01% 999

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EP Wealth Advisors's HAFC Position: Q2 2026 in Review

EP Wealth Advisors increased its Hanmi Financial (HAFC) stake by 3.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 11,997 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #1150.

EP Wealth Advisors first reported a position in HAFC in Q1 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold HAFC as of Q2 2026.

  • EP Wealth Advisors held 11,997 shares of Hanmi Financial worth $389K as of Q2 2026.
  • EP Wealth Advisors bought 379 Hanmi Financial shares in Q2 2026, an estimated $11.3K.
  • Hanmi Financial made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1150 holding.
  • EP Wealth Advisors first reported a position in Hanmi Financial in Q1 2025 and has held it in 5 quarters since.
  • 229 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.