AWM
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
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

BlackRock
BlackRock New York $5.7T 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 $60.7B 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