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Physician Wealth Advisors’s Hanmi Financial HAFC Stock Holding History

Physician 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 		$1.43K Hold
44
– – ﹤0.01% 1665
2026
Q1 		$1.16K Hold
44
– – ﹤0.01% 1595
2025
Q4 		$1.19K Hold
44
– – ﹤0.01% 1521
2025
Q3 		$1.09K Hold
44
– – ﹤0.01% 1526
2025
Q2 		$1.09K Buy
+44
New +$1.01K ﹤0.01% 1362

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

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

Physician Wealth Advisors held its Hanmi Financial (HAFC) position steady in Q2 2026 at 44 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Physician Wealth Advisors first reported a position in HAFC in Q2 2025 and has held it in 5 quarters since. 229 funds tracked by Wall St. Rank hold HAFC as of Q2 2026.

  • Physician Wealth Advisors held 44 shares of Hanmi Financial worth $1.43K as of Q2 2026.
  • Physician Wealth Advisors left its Hanmi Financial share count unchanged in Q2 2026.
  • Hanmi Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1665 holding.
  • Physician Wealth Advisors first reported a position in Hanmi Financial in Q2 2025 and has held it in 5 quarters since.
  • 229 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.