Avior Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-3,346	Closed	-$110K	–	2046
2024 Q4	$110K	Sell	3,346 -106	-3%	-$4.1K	﹤0.01%	866
2024 Q3	$146K	Sell	3,452 -202	-6%	-$8.27K	0.01%	776
2024 Q2	$127K	Sell	3,654 -542	-13%	-$18.2K	0.01%	794
2024 Q1	$149K	Buy	+4,196	New	+$136K	0.01%	797
2020 Q3	–	Sell	-68	Closed	-$1K	–	1010
2020 Q2	$1K	Buy	68 +15	+28%	+$367	﹤0.01%	867
2020 Q1	$1K	Hold	53	–	–	﹤0.01%	745
2019 Q4	$2K	Hold	53	–	–	﹤0.01%	725
2019 Q3	$1K	Hold	53	–	–	﹤0.01%	748
2019 Q2	$2K	Buy	+53	New	+$2.05K	﹤0.01%	738

Other funds holding SHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Avior Wealth Management's SHG Position: Q1 2025 in Review

Avior Wealth Management sold out of Shinhan Financial Group (SHG) in Q1 2025, closing a stake of 3,346 shares — an estimated $110K sold.

Avior Wealth Management first reported a position in SHG in Q2 2019 and held it in 9 quarters. The position peaked at $149K in Q1 2024. 208 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

Avior Wealth Management reported no remaining Shinhan Financial Group position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,346 Shinhan Financial Group shares in Q1 2025, an estimated $110K.
Avior Wealth Management first reported a position in Shinhan Financial Group in Q2 2019 and held it in 9 quarters.
Avior Wealth Management's Shinhan Financial Group position peaked at $149K in Q1 2024.
208 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.