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EverSource Wealth Advisors’s Hanmi Financial HAFC Stock Holding History

EverSource 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 		$36.5K Sell
1,126
-1,229
-52% -$36.7K ﹤0.01% 1993
2026
Q1 		$62.1K Hold
2,355
– – ﹤0.01% 1740
2025
Q4 		$63.7K Sell
2,355
-317
-12% -$8.48K ﹤0.01% 1585
2025
Q3 		$66K Buy
2,672
+394
+17% +$9.71K ﹤0.01% 1501
2025
Q2 		$56.2K Buy
2,278
+1,764
+343% +$40.3K ﹤0.01% 1540
2025
Q1 		$11.6K Sell
514
-73
-12% -$1.69K ﹤0.01% 2024
2024
Q4 		$13.9K Buy
587
+218
+59% +$5.11K ﹤0.01% 1835
2024
Q3 		$6.86K Hold
369
– – ﹤0.01% 2072
2024
Q2 		$7.53K Buy
369
+33
+10% +$514 ﹤0.01% 2021
2024
Q1 		$5.14K Buy
336
+215
+178% +$3.5K ﹤0.01% 2044
2023
Q4 		$2.35K Sell
121
-97
-44% -$1.63K ﹤0.01% 2126
2023
Q3 		$3.54K Buy
218
+97
+80% +$1.68K ﹤0.01% 1830
2023
Q2 		$1.81K Buy
+121
New +$1.93K ﹤0.01% 2057
2022
Q3 		– Sell
-143
Closed -$3K – 2023
2022
Q2 		$3K Hold
143
– – ﹤0.01% 1398
2022
Q1 		$4K Hold
143
– – ﹤0.01% 1331
2021
Q4 		$3K Buy
+143
New +$3.19K ﹤0.01% 1426

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

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

EverSource Wealth Advisors reduced its Hanmi Financial (HAFC) stake by 52% in Q2 2026, selling an estimated $36.7K and leaving 1,126 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

EverSource Wealth Advisors first reported a position in HAFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $66K in Q3 2025. 228 funds tracked by Wall St. Rank hold HAFC as of Q2 2026.

  • EverSource Wealth Advisors held 1,126 shares of Hanmi Financial worth $36.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,229 Hanmi Financial shares in Q2 2026, an estimated $36.7K.
  • Hanmi Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1993 holding.
  • EverSource Wealth Advisors first reported a position in Hanmi Financial in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Hanmi Financial position peaked at $66K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.