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Atria Investments’s Shinhan Financial Group SHG Stock Holding History

Atria Investments’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 		$722K Sell
11,409
-1,472
-11% -$96.6K 0.01% 1303
2026
Q1 		$790K Sell
12,881
-168
-1% -$10.3K 0.01% 1195
2025
Q4 		$700K Buy
13,049
+765
+6% +$40.4K 0.01% 1254
2025
Q3 		$619K Buy
12,284
+1,540
+14% +$75.3K 0.01% 1308
2025
Q2 		$485K Buy
+10,744
New +$409K 0.01% 1435
2024
Q4 		– Sell
-6,092
Closed -$258K – 1971
2024
Q3 		$258K Sell
6,092
-2,782
-31% -$114K ﹤0.01% 1688
2024
Q2 		$309K Buy
+8,874
New +$298K ﹤0.01% 1574

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

Atria Investments's SHG Position: Q2 2026 in Review

Atria Investments reduced its Shinhan Financial Group (SHG) stake by 11% in Q2 2026, selling an estimated $96.6K and leaving 11,409 shares worth $722K. The position accounts for 0.01% of the portfolio, ranked #1303.

Atria Investments first reported a position in SHG in Q2 2024 and has held it in 7 quarters since. The position peaked at $790K in Q1 2026. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Atria Investments held 11,409 shares of Shinhan Financial Group worth $722K as of Q2 2026.
  • Atria Investments sold 1,472 Shinhan Financial Group shares in Q2 2026, an estimated $96.6K.
  • Shinhan Financial Group made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1303 holding.
  • Atria Investments first reported a position in Shinhan Financial Group in Q2 2024 and has held it in 7 quarters since.
  • Atria Investments's Shinhan Financial Group position peaked at $790K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.