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Allworth Financial’s Shinhan Financial Group SHG Stock Holding History

Allworth Financial’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 		$193K Buy
3,049
+501
+20% +$32.9K ﹤0.01% 1507
2026
Q1 		$156K Buy
2,548
+845
+50% +$51.9K ﹤0.01% 1555
2025
Q4 		$91.3K Buy
1,703
+189
+12% +$9.97K ﹤0.01% 1810
2025
Q3 		$76.3K Sell
1,514
-535
-26% -$26.2K ﹤0.01% 1835
2025
Q2 		$92.6K Buy
2,049
+140
+7% +$5.33K ﹤0.01% 1590
2025
Q1 		$66K Buy
1,909
+104
+6% +$3.49K ﹤0.01% 1425
2024
Q4 		$63.6K Buy
1,805
+100
+6% +$3.87K ﹤0.01% 1459
2024
Q3 		$72.2K Sell
1,705
-28
-2% -$1.15K ﹤0.01% 1223
2024
Q2 		$65.3K Buy
1,733
+273
+19% +$9.18K ﹤0.01% 1248
2024
Q1 		$51.8K Buy
1,460
+18
+1% +$582 ﹤0.01% 1290
2023
Q4 		$44.4K Sell
1,442
-186
-11% -$5.11K ﹤0.01% 1239
2023
Q3 		$43.1K Buy
1,628
+554
+52% +$14.9K ﹤0.01% 1173
2023
Q2 		$28K Sell
1,074
-163
-13% -$4.34K ﹤0.01% 1357
2023
Q1 		$33.3K Buy
1,237
+182
+17% +$5.55K ﹤0.01% 1225
2022
Q4 		$29.5K Buy
1,055
+650
+160% +$17.5K ﹤0.01% 1206
2022
Q3 		$9K Buy
405
+128
+46% +$3.39K ﹤0.01% 1713
2022
Q2 		$8K Buy
+277
New +$9K ﹤0.01% 1643

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

Allworth Financial's SHG Position: Q2 2026 in Review

Allworth Financial increased its Shinhan Financial Group (SHG) stake by 20% in Q2 2026, buying an estimated $32.9K and bringing the position to 3,049 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Allworth Financial first reported a position in SHG in Q2 2022 and has held it in 17 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Allworth Financial held 3,049 shares of Shinhan Financial Group worth $193K as of Q2 2026.
  • Allworth Financial bought 501 Shinhan Financial Group shares in Q2 2026, an estimated $32.9K.
  • Shinhan Financial Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1507 holding.
  • Allworth Financial first reported a position in Shinhan Financial Group in Q2 2022 and has held it in 17 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.