True Wealth Design’s Hanmi Financial HAFC Stock Holding History

True Wealth Design’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 Q3	$15.5K	Sell	503 -29	-5%	-$925	﹤0.01%	909
2026 Q2	$17.2K	Hold	532	–	–	﹤0.01%	861
2026 Q1	$14K	Hold	532	–	–	﹤0.01%	851
2025 Q4	$14.4K	Hold	532	–	–	﹤0.01%	724
2025 Q3	$13.1K	Buy	532 +54	+11%	+$1.33K	﹤0.01%	743
2025 Q2	$11.8K	Sell	478 -2	-0.4%	-$46	﹤0.01%	516
2025 Q1	$10.9K	Buy	480 +4	+0.8%	+$93	﹤0.01%	451
2024 Q4	$11.2K	Hold	476	–	–	﹤0.01%	404
2024 Q3	$8.85K	Buy	+476	New	+$8.92K	﹤0.01%	446

Other funds holding HAFC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

DCM

Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

True Wealth Design's HAFC Position: Q3 2026 in Review

True Wealth Design reduced its Hanmi Financial (HAFC) stake by 5.5% in Q3 2026, selling an estimated $925 and leaving 503 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

True Wealth Design first reported a position in HAFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $17.2K in Q2 2026. 10 funds tracked by Wall St. Rank hold HAFC as of Q3 2026.

True Wealth Design held 503 shares of Hanmi Financial worth $15.5K as of Q3 2026.
True Wealth Design sold 29 Hanmi Financial shares in Q3 2026, an estimated $925.
Hanmi Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #909 holding.
True Wealth Design first reported a position in Hanmi Financial in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Hanmi Financial position peaked at $17.2K in Q2 2026.
10 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.