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Evolve Private Wealth’s Hanmi Financial HAFC Stock Holding History

Evolve Private Wealth’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 		$949K Buy
29,291
+2,685
+10% +$80.1K 0.06% 291
2026
Q1 		$701K Buy
26,606
+1,171
+5% +$31.5K 0.04% 440
2025
Q4 		$688K Buy
+25,435
New +$681K 0.04% 407

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

Evolve Private Wealth's HAFC Position: Q2 2026 in Review

Evolve Private Wealth increased its Hanmi Financial (HAFC) stake by 10% in Q2 2026, buying an estimated $80.1K and bringing the position to 29,291 shares worth $949K. The position accounts for 0.06% of the portfolio, ranked #291.

Evolve Private Wealth first reported a position in HAFC in Q4 2025 and has held it in 3 quarters since. 228 funds tracked by Wall St. Rank hold HAFC as of Q2 2026.

  • Evolve Private Wealth held 29,291 shares of Hanmi Financial worth $949K as of Q2 2026.
  • Evolve Private Wealth bought 2,685 Hanmi Financial shares in Q2 2026, an estimated $80.1K.
  • Hanmi Financial made up 0.06% of Evolve Private Wealth's portfolio in Q2 2026, its #291 holding.
  • Evolve Private Wealth first reported a position in Hanmi Financial in Q4 2025 and has held it in 3 quarters since.
  • 228 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2026.

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