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Atomi Financial Group’s Shinhan Financial Group SHG Stock Holding History

Atomi Financial Group’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 		$1.12M Buy
17,756
+936
+6% +$61.4K 0.03% 434
2026
Q1 		$1.03M Buy
16,820
+539
+3% +$33.1K 0.03% 431
2025
Q4 		$873K Buy
16,281
+892
+6% +$47.1K 0.03% 454
2025
Q3 		$775K Buy
15,389
+1,194
+8% +$58.4K 0.03% 474
2025
Q2 		$641K Buy
14,195
+2,954
+26% +$112K 0.02% 494
2025
Q1 		$361K Sell
11,241
-3,790
-25% -$127K 0.02% 684
2024
Q4 		$494K Sell
15,031
-2,806
-16% -$109K 0.03% 487
2024
Q3 		$756K Buy
17,837
+3,625
+26% +$148K 0.05% 310
2024
Q2 		$495K Buy
14,212
+2,605
+22% +$87.6K 0.04% 404
2024
Q1 		$412K Buy
11,607
+1,029
+10% +$33.3K 0.04% 411
2023
Q4 		$326K Buy
+10,578
New +$291K 0.05% 390

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

Atomi Financial Group's SHG Position: Q2 2026 in Review

Atomi Financial Group increased its Shinhan Financial Group (SHG) stake by 5.6% in Q2 2026, buying an estimated $61.4K and bringing the position to 17,756 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #434.

Atomi Financial Group first reported a position in SHG in Q4 2023 and has held it in 11 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Atomi Financial Group held 17,756 shares of Shinhan Financial Group worth $1.12M as of Q2 2026.
  • Atomi Financial Group bought 936 Shinhan Financial Group shares in Q2 2026, an estimated $61.4K.
  • Shinhan Financial Group made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #434 holding.
  • Atomi Financial Group first reported a position in Shinhan Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.