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

Ariadne 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	$427K	Hold	6,752	–	–	0.19%	130
2026 Q1	$418K	Hold	6,752	–	–	0.19%	116
2025 Q4	$471K	Sell	6,752 -38	-0.6%	-$2K	0.19%	110
2025 Q3	$369K	Sell	6,790 -44	-0.6%	-$2.15K	0.17%	132
2025 Q2	$345K	Sell	6,834 -58	-0.8%	-$2.21K	0.16%	132
2025 Q1	$249K	Sell	6,892 -865	-11%	-$29K	0.13%	171
2024 Q4	$267K	Hold	7,757	–	–	0.12%	170
2024 Q3	$320K	Buy	+7,757	New	+$318K	0.17%	120

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Ariadne Wealth Management held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 6,752 shares worth $427K. The position accounts for 0.19% of the portfolio, ranked #130.

Ariadne Wealth Management first reported a position in SHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $471K in Q4 2025. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Ariadne Wealth Management held 6,752 shares of Shinhan Financial Group worth $427K as of Q2 2026.
Ariadne Wealth Management left its Shinhan Financial Group share count unchanged in Q2 2026.
Shinhan Financial Group made up 0.19% of Ariadne Wealth Management's portfolio in Q2 2026, its #130 holding.
Ariadne Wealth Management first reported a position in Shinhan Financial Group in Q3 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Shinhan Financial Group position peaked at $471K in Q4 2025.
302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.