Axa’s Shinhan Financial Group SHG Stock Holding History

Axa’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 Q3	–	Sell	-16,013	Closed	-$723K	–	863
2025 Q2	$723K	Hold	16,013	–	–	﹤0.01%	941
2025 Q1	$514K	Hold	16,013	–	–	﹤0.01%	925
2024 Q4	$527K	Hold	16,013	–	–	﹤0.01%	936
2024 Q3	$678K	Sell	16,013 -5,406	-25%	-$221K	﹤0.01%	929
2024 Q2	$746K	Hold	21,419	–	–	﹤0.01%	911
2024 Q1	$760K	Hold	21,419	–	–	﹤0.01%	882
2023 Q4	$659K	Hold	21,419	–	–	﹤0.01%	909
2023 Q3	$567K	Hold	21,419	–	–	﹤0.01%	921
2023 Q2	$558K	Hold	21,419	–	–	﹤0.01%	935
2023 Q1	$577K	Buy	21,419 +5,713	+36%	+$174K	﹤0.01%	945
2022 Q4	$439K	Hold	15,706	–	–	﹤0.01%	1003
2022 Q3	$361K	Hold	15,706	–	–	﹤0.01%	1014
2022 Q2	$449K	Hold	15,706	–	–	﹤0.01%	985
2022 Q1	$525K	Hold	15,706	–	–	﹤0.01%	1033
2021 Q4	$485K	Hold	15,706	–	–	﹤0.01%	1024
2021 Q3	$529K	Hold	15,706	–	–	﹤0.01%	1054
2021 Q2	$563K	Hold	15,706	–	–	﹤0.01%	1088
2021 Q1	$527K	Hold	15,706	–	–	﹤0.01%	1073
2020 Q4	$467K	Sell	15,706 -7,500	-32%	-$214K	﹤0.01%	1078
2020 Q3	$533K	Hold	23,206	–	–	﹤0.01%	1029
2020 Q2	$558K	Hold	23,206	–	–	﹤0.01%	1043
2020 Q1	$541K	Hold	23,206	–	–	﹤0.01%	954
2019 Q4	$883K	Hold	23,206	–	–	﹤0.01%	906
2019 Q3	$812K	Sell	23,206 -4,508	-16%	-$160K	﹤0.01%	1020
2019 Q2	$1.08M	Hold	27,714	–	–	﹤0.01%	959
2019 Q1	$1.03M	Hold	27,714	–	–	﹤0.01%	969
2018 Q4	$984K	Hold	27,714	–	–	﹤0.01%	974
2018 Q3	$1.11M	Hold	27,714	–	–	﹤0.01%	1013
2018 Q2	$1.07M	Hold	27,714	–	–	﹤0.01%	992
2018 Q1	$1.18M	Buy	27,714 +7,500	+37%	+$340K	﹤0.01%	969
2017 Q4	$938K	Hold	20,214	–	–	﹤0.01%	1017
2017 Q3	$895K	Buy	20,214 +10,300	+104%	+$468K	﹤0.01%	982
2017 Q2	$431K	Hold	9,914	–	–	﹤0.01%	1081
2017 Q1	$414K	Sell	9,914 -10,686	-52%	-$435K	﹤0.01%	1112
2016 Q4	$775K	Hold	20,600	–	–	﹤0.01%	957
2016 Q3	$751K	Hold	20,600	–	–	﹤0.01%	939
2016 Q2	$674K	Hold	20,600	–	–	﹤0.01%	949
2016 Q1	$725K	Buy	20,600 +5,600	+37%	+$183K	﹤0.01%	933
2015 Q4	$504K	Buy	15,000 +200	+1%	+$7.29K	﹤0.01%	1028
2015 Q3	$515K	Buy	+14,800	New	+$512K	﹤0.01%	1042

Other funds holding SHG

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Axa's SHG Position: Q3 2025 in Review

Axa sold out of Shinhan Financial Group (SHG) in Q3 2025, closing a stake of 16,013 shares — an estimated $723K sold.

Axa first reported a position in SHG in Q3 2015 and held it in 40 quarters. The position peaked at $1.18M in Q1 2018. 238 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

Axa reported no remaining Shinhan Financial Group position as of Q3 2025 after selling out during the quarter.
Axa sold 16,013 Shinhan Financial Group shares in Q3 2025, an estimated $723K.
Axa first reported a position in Shinhan Financial Group in Q3 2015 and held it in 40 quarters.
Axa's Shinhan Financial Group position peaked at $1.18M in Q1 2018.
238 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.