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Abacus Wealth Partners’s Shinhan Financial Group SHG Stock Holding History

Abacus Wealth Partners’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 		$554K Sell
8,755
-11,372
-57% -$746K 0.06% 132
2026
Q1 		$1.23M Buy
20,127
+944
+5% +$57.9K 0.11% 85
2025
Q4 		$1.03M Buy
+19,183
New +$1.01M 0.1% 99

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

Abacus Wealth Partners's SHG Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Shinhan Financial Group (SHG) stake by 57% in Q2 2026, selling an estimated $746K and leaving 8,755 shares worth $554K. The position accounts for 0.06% of the portfolio, ranked #132.

Abacus Wealth Partners first reported a position in SHG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2026. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Abacus Wealth Partners held 8,755 shares of Shinhan Financial Group worth $554K as of Q2 2026.
  • Abacus Wealth Partners sold 11,372 Shinhan Financial Group shares in Q2 2026, an estimated $746K.
  • Shinhan Financial Group made up 0.06% of Abacus Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Abacus Wealth Partners first reported a position in Shinhan Financial Group in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Shinhan Financial Group position peaked at $1.23M in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.