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Essential Partners’s Hanmi Financial HAFC Stock Holding History

Essential Partners’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
Q3 		$16.3K Sell
528
-27
-5% -$861 0.01% 985
2026
Q2 		$18K Sell
555
-912
-62% -$27.2K 0.01% 951
2026
Q1 		$38.7K Hold
1,467
– – 0.01% 669
2025
Q4 		$39.7K Buy
1,467
+72
+5% +$1.93K 0.01% 670
2025
Q3 		$34.4K Buy
1,395
+340
+32% +$8.38K 0.01% 720
2025
Q2 		$26K Buy
+1,055
New +$24.1K 0.01% 603

Other funds holding HAFC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Essential Partners's HAFC Position: Q3 2026 in Review

Essential Partners reduced its Hanmi Financial (HAFC) stake by 4.9% in Q3 2026, selling an estimated $861 and leaving 528 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #985.

Essential Partners first reported a position in HAFC in Q2 2025 and has held it in 6 quarters since. The position peaked at $39.7K in Q4 2025. 11 funds tracked by Wall St. Rank hold HAFC as of Q3 2026.

  • Essential Partners held 528 shares of Hanmi Financial worth $16.3K as of Q3 2026.
  • Essential Partners sold 27 Hanmi Financial shares in Q3 2026, an estimated $861.
  • Hanmi Financial made up 0.01% of Essential Partners's portfolio in Q3 2026, its #985 holding.
  • Essential Partners first reported a position in Hanmi Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Hanmi Financial position peaked at $39.7K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.