Integrated Wealth Concepts’s Hanmi Financial HAFC Stock Holding History

Integrated Wealth Concepts’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	$119K	Buy	+3,658	New	+$109K	﹤0.01%	2688

Other funds holding HAFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Integrated Wealth Concepts's HAFC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Hanmi Financial (HAFC) in Q2 2026: 3,658 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #2688 among its holdings.

228 funds tracked by Wall St. Rank hold HAFC as of Q2 2026.

Integrated Wealth Concepts held 3,658 shares of Hanmi Financial worth $119K as of Q2 2026.
Hanmi Financial was a new Integrated Wealth Concepts position in Q2 2026.
Hanmi Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2688 holding.
228 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2026.

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