AssetMark Inc
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AssetMark Inc’s Shinhan Financial Group SHG Stock Holding History

AssetMark Inc’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 		$466K Buy
7,374
+3,359
+84% +$220K ﹤0.01% 1247
2026
Q1 		$246K Buy
4,015
+523
+15% +$32.1K ﹤0.01% 1306
2025
Q4 		$187K Buy
3,492
+207
+6% +$10.9K ﹤0.01% 1324
2025
Q3 		$165K Buy
3,285
+3,015
+1,117% +$147K ﹤0.01% 1309
2025
Q2 		$12.2K Sell
270
-1,439
-84% -$54.8K ﹤0.01% 1917
2025
Q1 		$54.8K Sell
1,709
-1,108
-39% -$37.2K ﹤0.01% 1422
2024
Q4 		$92.6K Sell
2,817
-20,307
-88% -$785K ﹤0.01% 1266
2024
Q3 		$980K Buy
23,124
+21,710
+1,535% +$889K ﹤0.01% 781
2024
Q2 		$49.2K Buy
1,414
+431
+44% +$14.5K ﹤0.01% 1240
2024
Q1 		$34.9K Sell
983
-1,084
-52% -$35K ﹤0.01% 1210
2023
Q4 		$63.6K Sell
2,067
-32
-2% -$880 ﹤0.01% 1112
2023
Q3 		$55.6K Sell
2,099
-1,015
-33% -$27.2K ﹤0.01% 1079
2023
Q2 		$81.2K Sell
3,114
-2,267
-42% -$60.3K ﹤0.01% 989
2023
Q1 		$145K Sell
5,381
-709
-12% -$21.6K ﹤0.01% 866
2022
Q4 		$170K Buy
6,090
+1,519
+33% +$40.9K ﹤0.01% 843
2022
Q3 		$105K Buy
4,571
+1,130
+33% +$29.9K ﹤0.01% 838
2022
Q2 		$98K Buy
3,441
+678
+25% +$22K ﹤0.01% 821
2022
Q1 		$92K Buy
2,763
+1,220
+79% +$39.4K ﹤0.01% 801
2021
Q4 		$48K Buy
1,543
+1,431
+1,278% +$45.9K ﹤0.01% 919
2021
Q3 		$4K Buy
112
+3
+3% +$100 ﹤0.01% 1191
2021
Q2 		$4K Buy
109
+2
+2% +$72 ﹤0.01% 1125
2021
Q1 		$4K Hold
107
– – ﹤0.01% 1064
2020
Q4 		$3K Sell
107
-1
-0.9% -$29 ﹤0.01% 1146
2020
Q3 		$2K Buy
108
+12
+13% +$302 ﹤0.01% 1149
2020
Q2 		$2K Sell
96
-1,977
-95% -$48.4K ﹤0.01% 1121
2020
Q1 		$48K Sell
2,073
-4,303
-67% -$127K ﹤0.01% 697
2019
Q4 		$243K Sell
6,376
-1,780
-22% -$65.9K ﹤0.01% 513
2019
Q3 		$285K Buy
8,156
+2,232
+38% +$79.2K ﹤0.01% 432
2019
Q2 		$230K Buy
5,924
+116
+2% +$4.49K ﹤0.01% 446
2019
Q1 		$216K Sell
5,808
-192
-3% -$7.21K ﹤0.01% 441
2018
Q4 		$213K Sell
6,000
-411
-6% -$15.5K ﹤0.01% 430
2018
Q3 		$257K Sell
6,411
-250
-4% -$9.65K ﹤0.01% 424
2018
Q2 		$256K Buy
6,661
+858
+15% +$36.6K ﹤0.01% 422
2018
Q1 		$246K Sell
5,803
-6,987
-55% -$317K ﹤0.01% 417
2017
Q4 		$593K Buy
12,790
+12,584
+6,109% +$564K 0.01% 338
2017
Q3 		$9K Buy
206
+53
+35% +$2.41K ﹤0.01% 1053
2017
Q2 		$7K Buy
153
+41
+37% +$1.77K ﹤0.01% 1069
2017
Q1 		$5K Sell
112
-5
-4% -$203 ﹤0.01% 1036
2016
Q4 		$4K Buy
117
+5
+4% +$191 ﹤0.01% 1066
2016
Q3 		$4K Hold
112
– – ﹤0.01% 1068
2016
Q2 		$4K Buy
112
+8
+8% +$275 ﹤0.01% 1047
2016
Q1 		$4K Sell
104
-32
-24% -$1.04K ﹤0.01% 1007
2015
Q4 		$5K Buy
+136
New +$4.96K ﹤0.01% 981

Other funds holding SHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AssetMark Inc's SHG Position: Q2 2026 in Review

AssetMark Inc increased its Shinhan Financial Group (SHG) stake by 84% in Q2 2026, buying an estimated $220K and bringing the position to 7,374 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

AssetMark Inc first reported a position in SHG in Q4 2015 and has held it in 43 quarters since. The position peaked at $980K in Q3 2024. 93 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • AssetMark Inc held 7,374 shares of Shinhan Financial Group worth $466K as of Q2 2026.
  • AssetMark Inc bought 3,359 Shinhan Financial Group shares in Q2 2026, an estimated $220K.
  • Shinhan Financial Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1247 holding.
  • AssetMark Inc first reported a position in Shinhan Financial Group in Q4 2015 and has held it in 43 quarters since.
  • AssetMark Inc's Shinhan Financial Group position peaked at $980K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.