Superior Planning, LLC’s Shinhan Financial Group SHG Stock Holding History

Superior Planning, LLC’s Portfolio SHG Stock Details SHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$69.4K	Buy	+893	New	+$67.5K	0.03%	294

Other funds holding SHG

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Ramirez Asset Management New York $974M AUM 24.32% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Superior Planning, LLC's SHG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Shinhan Financial Group (SHG) in Q3 2026: 893 shares worth $69.4K. The stake represents 0.03% of the portfolio and ranks #294 among its holdings.

204 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

Superior Planning, LLC held 893 shares of Shinhan Financial Group worth $69.4K as of Q3 2026.
Shinhan Financial Group was a new Superior Planning, LLC position in Q3 2026.
Shinhan Financial Group made up 0.03% of Superior Planning, LLC's portfolio in Q3 2026, its #294 holding.
204 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.