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Summit Securities Group’s Hanmi Financial HAFC Stock Holding History

Summit Securities Group’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
2025
Q3 		– Sell
-920
Closed -$22.7K – 1159
2025
Q2 		$22.7K Buy
+920
New +$21K ﹤0.01% 695

Other funds holding HAFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Securities Group's HAFC Position: Q3 2025 in Review

Summit Securities Group sold out of Hanmi Financial (HAFC) in Q3 2025, closing a stake of 920 shares — an estimated $22.7K sold.

Summit Securities Group first reported a position in HAFC in Q2 2025 and held it in 1 quarter. The position peaked at $22.7K in Q2 2025. 188 funds tracked by Wall St. Rank hold HAFC as of Q3 2025.

  • Summit Securities Group reported no remaining Hanmi Financial position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 920 Hanmi Financial shares in Q3 2025, an estimated $22.7K.
  • Summit Securities Group first reported a position in Hanmi Financial in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Hanmi Financial position peaked at $22.7K in Q2 2025.
  • 188 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.