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Atlas Capital Advisors’s Shinhan Financial Group SHG Stock Holding History

Atlas Capital 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 		$574K Buy
9,068
+1,316
+17% +$86.3K 0.06% 253
2026
Q1 		$475K Sell
7,752
-1,694
-18% -$104K 0.05% 267
2025
Q4 		$507K Buy
+9,446
New +$498K 0.06% 262
2025
Q2 		$117K Sell
2,596
-531
-17% -$20.2K 0.01% 505
2025
Q1 		$100K Sell
3,127
-4,512
-59% -$151K 0.01% 545
2024
Q4 		$251K Sell
7,639
-2,820
-27% -$109K 0.03% 348
2024
Q3 		$443K Buy
10,459
+127
+1% +$5.2K 0.07% 245
2024
Q2 		$360K Buy
10,332
+3,074
+42% +$103K 0.05% 289
2024
Q1 		$258K Buy
7,258
+3,703
+104% +$120K 0.04% 329
2023
Q4 		$109K Sell
3,555
-1,577
-31% -$43.4K 0.02% 483
2023
Q3 		$136K Sell
5,132
-262
-5% -$7.03K 0.02% 403
2023
Q2 		$141K Hold
5,394
– – 0.02% 419
2023
Q1 		$145K Buy
5,394
+753
+16% +$23K 0.02% 409
2022
Q4 		$130K Buy
4,641
+1,434
+45% +$38.6K 0.02% 408
2022
Q3 		$73.8K Sell
3,207
-6,332
-66% -$168K 0.01% 488
2022
Q2 		$272K Buy
9,539
+6,594
+224% +$214K 0.05% 306
2022
Q1 		$98.5K Hold
2,945
– – 0.02% 470
2021
Q4 		$91K Hold
2,945
– – 0.01% 466
2021
Q3 		$99.2K Sell
2,945
-406
-12% -$13.6K 0.02% 438
2021
Q2 		$120K Buy
3,351
+124
+4% +$4.45K 0.02% 431
2021
Q1 		$108K Hold
3,227
– – 0.02% 406
2020
Q4 		$96K Buy
+3,227
New +$92.1K 0.02% 399
2020
Q3 		– Sell
-3,118
Closed -$75K – 541
2020
Q2 		$75K Sell
3,118
-1,412
-31% -$34.6K 0.02% 433
2020
Q1 		$106K Sell
4,530
-5,375
-54% -$159K 0.03% 357
2019
Q4 		$377K Sell
9,905
-878
-8% -$32.5K 0.09% 232
2019
Q3 		$377K Sell
10,783
-761
-7% -$27K 0.11% 223
2019
Q2 		$449K Buy
11,544
+1,095
+10% +$42.4K 0.15% 183
2019
Q1 		$388K Sell
10,449
-152
-1% -$5.71K 0.14% 184
2018
Q4 		$376K Hold
10,601
– – 0.15% 175
2018
Q3 		$424K Hold
10,601
– – 0.14% 193
2018
Q2 		$429K Sell
10,601
-4,833
-31% -$206K 0.15% 179
2018
Q1 		$654K Buy
+15,434
New +$700K 0.2% 162

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

Atlas Capital Advisors's SHG Position: Q2 2026 in Review

Atlas Capital Advisors increased its Shinhan Financial Group (SHG) stake by 17% in Q2 2026, buying an estimated $86.3K and bringing the position to 9,068 shares worth $574K. The position accounts for 0.06% of the portfolio, ranked #253.

Atlas Capital Advisors first reported a position in SHG in Q1 2018 and has held it in 32 quarters since. The position peaked at $654K in Q1 2018. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Atlas Capital Advisors held 9,068 shares of Shinhan Financial Group worth $574K as of Q2 2026.
  • Atlas Capital Advisors bought 1,316 Shinhan Financial Group shares in Q2 2026, an estimated $86.3K.
  • Shinhan Financial Group made up 0.06% of Atlas Capital Advisors's portfolio in Q2 2026, its #253 holding.
  • Atlas Capital Advisors first reported a position in Shinhan Financial Group in Q1 2018 and has held it in 32 quarters since.
  • Atlas Capital Advisors's Shinhan Financial Group position peaked at $654K in Q1 2018.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.