Abound Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Abound Wealth Management’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	$1.01K	Hold	16	–	–	﹤0.01%	819
2026 Q1	$982	Sell	16 -12	-43%	-$736	﹤0.01%	981
2025 Q4	$1.5K	Buy	28 +8	+40%	+$422	﹤0.01%	879
2025 Q3	$1.01K	Hold	20	–	–	﹤0.01%	871
2025 Q2	$904	Hold	20	–	–	﹤0.01%	814
2025 Q1	$642	Sell	20 -10	-33%	-$335	﹤0.01%	792
2024 Q4	$987	Sell	30 -6	-17%	-$232	﹤0.01%	737
2024 Q3	$1.53K	Sell	36 -7	-16%	-$287	﹤0.01%	739
2024 Q2	$1.5K	Buy	43 +2	+5%	+$67	﹤0.01%	672
2024 Q1	$1.46K	Sell	41 -8	-16%	-$259	﹤0.01%	717
2023 Q4	$1.51K	Sell	49 -4	-8%	-$110	﹤0.01%	694
2023 Q3	$1.4K	Hold	53	–	–	﹤0.01%	667
2023 Q2	$1.38K	Buy	+53	New	+$1.41K	﹤0.01%	690

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Abound Wealth Management's SHG Position: Q2 2026 in Review

Abound Wealth Management held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 16 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Abound Wealth Management first reported a position in SHG in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.53K in Q3 2024. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Abound Wealth Management held 16 shares of Shinhan Financial Group worth $1.01K as of Q2 2026.
Abound Wealth Management left its Shinhan Financial Group share count unchanged in Q2 2026.
Shinhan Financial Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #819 holding.
Abound Wealth Management first reported a position in Shinhan Financial Group in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Shinhan Financial Group position peaked at $1.53K in Q3 2024.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.