SGI
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Summit Global Investments’s Hanmi Financial HAFC Stock Holding History

Summit Global Investments’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 		$925K Buy
+35,096
New +$945K 0.05% 209
2025
Q2 		– Sell
-26,574
Closed -$602K – 496
2025
Q1 		$602K Buy
26,574
+453
+2% +$10.5K 0.04% 263
2024
Q4 		$617K Buy
+26,121
New +$613K 0.04% 314
2024
Q3 		– Sell
-17,425
Closed -$291K – 535
2024
Q2 		$291K Sell
17,425
-38
-0.2% -$592 0.02% 425
2024
Q1 		$278K Sell
17,463
-2,700
-13% -$44K 0.02% 415
2023
Q4 		$391K Buy
20,163
+3,500
+21% +$58.9K 0.03% 377
2023
Q3 		$270K Buy
+16,663
New +$288K 0.02% 440

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VCM
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Charles Schwab
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Geode Capital Management
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RIP
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM