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Pinnacle Wealth Planning Services’s Hanmi Financial HAFC Stock Holding History

Pinnacle Wealth Planning Services’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 		$44.5K Hold
1,375
– – ﹤0.01% 1359
2026
Q1 		$36.2K Buy
1,375
+10
+0.7% +$269 ﹤0.01% 1374
2025
Q4 		$36.9K Buy
+1,365
New +$36.5K ﹤0.01% 1396
2021
Q1 		– Sell
-233
Closed -$3K – 1019
2020
Q4 		$3K Buy
+233
New +$2.33K ﹤0.01% 1818

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

Pinnacle Wealth Planning Services's HAFC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Hanmi Financial (HAFC) position steady in Q2 2026 at 1,375 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Pinnacle Wealth Planning Services first reported a position in HAFC in Q4 2020 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold HAFC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,375 shares of Hanmi Financial worth $44.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Hanmi Financial share count unchanged in Q2 2026.
  • Hanmi Financial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1359 holding.
  • Pinnacle Wealth Planning Services first reported a position in Hanmi Financial in Q4 2020 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.