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Aaron Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

Aaron Wealth Advisors’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
Q2 		$955K Buy
15,101
+4,442
+42% +$291K 0.05% 256
2026
Q1 		$654K Buy
10,659
+2,809
+36% +$172K 0.04% 324
2025
Q4 		$421K Buy
7,850
+1,007
+15% +$53.1K 0.02% 483
2025
Q3 		$345K Sell
6,843
-1,936
-22% -$94.7K 0.02% 501
2025
Q2 		$397K Buy
8,779
+912
+12% +$34.7K 0.04% 294
2025
Q1 		$252K Buy
7,867
+240
+3% +$8.05K 0.03% 374
2024
Q4 		$251K Buy
7,627
+289
+4% +$11.2K 0.03% 365
2024
Q3 		$311K Buy
7,338
+548
+8% +$22.4K 0.04% 290
2024
Q2 		$236K Sell
6,790
-337
-5% -$11.3K 0.03% 276
2024
Q1 		$253K Buy
7,127
+293
+4% +$9.47K 0.04% 246
2023
Q4 		$210K Buy
+6,834
New +$188K 0.03% 239
2022
Q2 		– Sell
-2,565
Closed -$85.7K – 726
2022
Q1 		$85.7K Buy
+2,565
New +$82.9K 0.02% 298

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Aaron Wealth Advisors's SHG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Shinhan Financial Group (SHG) stake by 42% in Q2 2026, buying an estimated $291K and bringing the position to 15,101 shares worth $955K. The position accounts for 0.05% of the portfolio, ranked #256.

Aaron Wealth Advisors first reported a position in SHG in Q1 2022 and has held it in 12 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Aaron Wealth Advisors held 15,101 shares of Shinhan Financial Group worth $955K as of Q2 2026.
  • Aaron Wealth Advisors bought 4,442 Shinhan Financial Group shares in Q2 2026, an estimated $291K.
  • Shinhan Financial Group made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #256 holding.
  • Aaron Wealth Advisors first reported a position in Shinhan Financial Group in Q1 2022 and has held it in 12 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.