Wealth Enhancement Advisory Services
HAFC icon

Wealth Enhancement Advisory Services’s Hanmi Financial HAFC Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$1.22M Sell
39,131
-99
-0.3% -$3.16K ﹤0.01% 2034
2026
Q2 		$1.26M Buy
39,230
+2,812
+8% +$83.9K ﹤0.01% 1911
2026
Q1 		$964K Buy
36,418
+6,902
+23% +$186K ﹤0.01% 1827
2025
Q4 		$816K Buy
29,516
+1,619
+6% +$43.3K ﹤0.01% 2092
2025
Q3 		$694K Buy
27,897
+2,481
+10% +$61.1K ﹤0.01% 2111
2025
Q2 		$674K Buy
25,416
+3,664
+17% +$83.7K ﹤0.01% 1993
2025
Q1 		$493K Sell
21,752
-402
-2% -$9.3K ﹤0.01% 2077
2024
Q4 		$523K Buy
22,154
+3,367
+18% +$79K ﹤0.01% 1960
2024
Q3 		$349K Buy
+18,787
New +$352K ﹤0.01% 2072

Other funds holding HAFC

B
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
GI
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 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

Wealth Enhancement Advisory Services's HAFC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Hanmi Financial (HAFC) stake by 0.25% in Q3 2026, selling an estimated $3.16K and leaving 39,131 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Wealth Enhancement Advisory Services first reported a position in HAFC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.26M in Q2 2026. 10 funds tracked by Wall St. Rank hold HAFC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 39,131 shares of Hanmi Financial worth $1.22M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 99 Hanmi Financial shares in Q3 2026, an estimated $3.16K.
  • Hanmi Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2034 holding.
  • Wealth Enhancement Advisory Services first reported a position in Hanmi Financial in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Hanmi Financial position peaked at $1.26M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Hanmi Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.