Arkadios Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

Arkadios Wealth Advisors’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	$342K	Sell	5,578 -23	-0.4%	-$1.41K	0.01%	1297
2025 Q4	$300K	Buy	5,601 +837	+18%	+$44.2K	0.01%	1257
2025 Q3	$240K	Buy	+4,764	New	+$233K	0.01%	1268
2021 Q4	–	Sell	-506	Closed	-$17K	–	1572
2021 Q3	$17K	Hold	506	–	–	﹤0.01%	1279
2021 Q2	$18K	Buy	506 +5	+1%	+$180	﹤0.01%	1338
2021 Q1	$16K	Hold	501	–	–	﹤0.01%	1050
2020 Q4	$14K	Buy	+501	New	+$14.3K	﹤0.01%	874

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Arkadios Wealth Advisors's SHG Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Shinhan Financial Group (SHG) stake by 0.41% in Q1 2026, selling an estimated $1.41K and leaving 5,578 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1297.

Arkadios Wealth Advisors first reported a position in SHG in Q4 2020 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

Arkadios Wealth Advisors held 5,578 shares of Shinhan Financial Group worth $342K as of Q1 2026.
Arkadios Wealth Advisors sold 23 Shinhan Financial Group shares in Q1 2026, an estimated $1.41K.
Shinhan Financial Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1297 holding.
Arkadios Wealth Advisors first reported a position in Shinhan Financial Group in Q4 2020 and has held it in 7 quarters since.
286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.