IFP Advisors’s Hanmi Financial HAFC Stock Holding History

IFP 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 Q1	$3.48K	Sell	132 -28	-18%	-$754	﹤0.01%	3740
2025 Q4	$4.33K	Buy	160 +50	+45%	+$1.34K	﹤0.01%	3489
2025 Q3	$2.72K	Buy	110 +8	+8%	+$197	﹤0.01%	3570
2025 Q2	$2.52K	Buy	+102	New	+$2.33K	﹤0.01%	3792
2025 Q1	–	Sell	-10	Closed	-$236	–	4483
2024 Q4	$236	Buy	+10	New	+$235	﹤0.01%	3653
2021 Q3	–	Hold	0	–	–	–	3933
2021 Q2	–	Hold	0	–	–	–	3649
2021 Q1	–	Hold	0	–	–	–	3567
2020 Q4	–	Hold	0	–	–	–	3431
2020 Q3	–	Sell	-46	Closed	-$426	–	3309
2020 Q2	$0	Buy	+46	New	+$453	﹤0.01%	3178
2017 Q4	–	Sell	-33	Closed	-$1K	–	3929
2017 Q3	$1K	Hold	33	–	–	﹤0.01%	3905
2017 Q2	$1K	Hold	33	–	–	﹤0.01%	3886
2017 Q1	$1K	Sell	33 -3	-8%	-$99	﹤0.01%	3809
2016 Q4	$1K	Hold	36	–	–	﹤0.01%	3784
2016 Q3	$1K	Buy	36 +33	+1,100%	+$831	﹤0.01%	3729
2016 Q2	$0	Buy	+3	New	+$69	﹤0.01%	3918
2016 Q1	–	Sell	-3	Closed	–	–	2806
2015 Q4	$0	Buy	+3	New	+$77	﹤0.01%	3757

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