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 Q2	$347K	Sell	5,484 -94	-2%	-$6.17K	0.01%	1317
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 $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

Arkadios Wealth Advisors's SHG Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Shinhan Financial Group (SHG) stake by 1.7% in Q2 2026, selling an estimated $6.17K and leaving 5,484 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1317.

Arkadios Wealth Advisors first reported a position in SHG in Q4 2020 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Arkadios Wealth Advisors held 5,484 shares of Shinhan Financial Group worth $347K as of Q2 2026.
Arkadios Wealth Advisors sold 94 Shinhan Financial Group shares in Q2 2026, an estimated $6.17K.
Shinhan Financial Group made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1317 holding.
Arkadios Wealth Advisors first reported a position in Shinhan Financial Group in Q4 2020 and has held it in 8 quarters since.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.