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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
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

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

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

Aprio Wealth Management increased its Shinhan Financial Group (SHG) stake by 1.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 18,281 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #209.

Aprio Wealth Management first reported a position in SHG in Q3 2023 and has held it in 12 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Aprio Wealth Management held 18,281 shares of Shinhan Financial Group worth $1.16M as of Q2 2026.
  • Aprio Wealth Management bought 224 Shinhan Financial Group shares in Q2 2026, an estimated $14.7K.
  • Shinhan Financial Group made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Aprio Wealth Management first reported a position in Shinhan Financial Group in Q3 2023 and has held it in 12 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.