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Aspen Grove Capital’s Shinhan Financial Group SHG Stock Holding History

Aspen Grove Capital’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 		$260K Buy
4,118
+102
+3% +$6.69K 0.04% 176
2026
Q1 		$249K Sell
4,016
-876
-18% -$53.8K 0.05% 165
2025
Q4 		$262K Sell
4,892
-1,978
-29% -$104K 0.05% 156
2025
Q3 		$346K Buy
6,870
+133
+2% +$6.5K 0.06% 124
2025
Q2 		$304K Hold
6,737
– – 0.05% 164
2025
Q1 		$218K Buy
6,737
+27
+0.4% +$905 0.04% 213
2024
Q4 		$221K Buy
6,710
+46
+0.7% +$1.78K 0.05% 181
2024
Q3 		$282K Buy
6,664
+53
+0.8% +$2.17K 0.06% 152
2024
Q2 		$230K Buy
6,611
+25
+0.4% +$841 0.05% 176
2024
Q1 		$238K Hold
6,586
– – 0.07% 168
2023
Q4 		$203K Buy
+6,586
New +$181K 0.06% 176

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

Aspen Grove Capital's SHG Position: Q2 2026 in Review

Aspen Grove Capital increased its Shinhan Financial Group (SHG) stake by 2.5% in Q2 2026, buying an estimated $6.69K and bringing the position to 4,118 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #176.

Aspen Grove Capital first reported a position in SHG in Q4 2023 and has held it in 11 quarters since. The position peaked at $346K in Q3 2025. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Aspen Grove Capital held 4,118 shares of Shinhan Financial Group worth $260K as of Q2 2026.
  • Aspen Grove Capital bought 102 Shinhan Financial Group shares in Q2 2026, an estimated $6.69K.
  • Shinhan Financial Group made up 0.04% of Aspen Grove Capital's portfolio in Q2 2026, its #176 holding.
  • Aspen Grove Capital first reported a position in Shinhan Financial Group in Q4 2023 and has held it in 11 quarters since.
  • Aspen Grove Capital's Shinhan Financial Group position peaked at $346K in Q3 2025.
  • 303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.