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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Atria Investments's SHG Position: Q1 2026 in Review

Atria Investments reduced its Shinhan Financial Group (SHG) stake by 1.3% in Q1 2026, selling an estimated $10.3K and leaving 12,881 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #1195.

Atria Investments first reported a position in SHG in Q2 2024 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Atria Investments held 12,881 shares of Shinhan Financial Group worth $790K as of Q1 2026.
  • Atria Investments sold 168 Shinhan Financial Group shares in Q1 2026, an estimated $10.3K.
  • Shinhan Financial Group made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1195 holding.
  • Atria Investments first reported a position in Shinhan Financial Group in Q2 2024 and has held it in 6 quarters since.
  • 286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.