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Advisors Preferred’s Shinhan Financial Group SHG Stock Holding History

Advisors Preferred’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
Q1 		– Sell
-8,743
Closed -$472K – 279
2025
Q4 		$472K Sell
8,743
-1,698
-16% -$89.6K 0.08% 130
2025
Q3 		$527K Buy
+10,441
New +$511K 0.08% 134

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisors Preferred's SHG Position: Q1 2026 in Review

Advisors Preferred sold out of Shinhan Financial Group (SHG) in Q1 2026, closing a stake of 8,743 shares — an estimated $472K sold.

Advisors Preferred first reported a position in SHG in Q3 2025 and held it in 2 quarters. The position peaked at $527K in Q3 2025. 287 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Advisors Preferred reported no remaining Shinhan Financial Group position as of Q1 2026 after selling out during the quarter.
  • Advisors Preferred sold 8,743 Shinhan Financial Group shares in Q1 2026, an estimated $472K.
  • Advisors Preferred first reported a position in Shinhan Financial Group in Q3 2025 and held it in 2 quarters.
  • Advisors Preferred's Shinhan Financial Group position peaked at $527K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.