Aprio Wealth Management
SHG icon

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

Aprio 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
Q3 		$1.42M Buy
18,307
+26
+0.1% +$1.97K 0.06% 188
2026
Q2 		$1.16M Buy
18,281
+224
+1% +$14.7K 0.06% 209
2026
Q1 		$1.11M Buy
18,057
+274
+2% +$16.8K 0.06% 190
2025
Q4 		$954K Buy
17,783
+120
+0.7% +$6.33K 0.05% 205
2025
Q3 		$890K Buy
17,663
+617
+4% +$30.2K 0.09% 134
2025
Q2 		$770K Sell
17,046
-1,448
-8% -$55.1K 0.09% 130
2025
Q1 		$593K Buy
18,494
+5,918
+47% +$198K 0.07% 158
2024
Q4 		$413K Buy
12,576
+1,464
+13% +$56.6K 0.06% 157
2024
Q3 		$471K Buy
11,112
+36
+0.3% +$1.47K 0.08% 129
2024
Q2 		$386K Buy
11,076
+1,055
+11% +$35.5K 0.07% 131
2024
Q1 		$356K Buy
10,021
+660
+7% +$21.3K 0.07% 129
2023
Q4 		$288K Buy
9,361
+920
+11% +$25.3K 0.06% 139
2023
Q3 		$224K Buy
+8,441
New +$226K 0.06% 147

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Virtus Family Office
Virtus Family Office El Paso, Texas $131M AUM 16.07% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Aprio Wealth Management's SHG Position: Q3 2026 in Review

Aprio Wealth Management increased its Shinhan Financial Group (SHG) stake by 0.14% in Q3 2026, buying an estimated $1.97K and bringing the position to 18,307 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #188.

Aprio Wealth Management first reported a position in SHG in Q3 2023 and has held it in 13 quarters since. 155 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Aprio Wealth Management held 18,307 shares of Shinhan Financial Group worth $1.42M as of Q3 2026.
  • Aprio Wealth Management bought 26 Shinhan Financial Group shares in Q3 2026, an estimated $1.97K.
  • Shinhan Financial Group made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #188 holding.
  • Aprio Wealth Management first reported a position in Shinhan Financial Group in Q3 2023 and has held it in 13 quarters since.
  • 155 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.