Ballentine Partners
SHG icon

Ballentine Partners’s Shinhan Financial Group SHG Stock Holding History

Ballentine Partners’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
Q3 		$3.73M Buy
48,086
+5,374
+13% +$406K 0.04% 147
2026
Q2 		$2.7M Buy
42,712
+8,975
+27% +$589K 0.03% 172
2026
Q1 		$2.07M Buy
33,737
+6,596
+24% +$405K 0.03% 195
2025
Q4 		$1.46M Buy
27,141
+1,316
+5% +$69.4K 0.02% 250
2025
Q3 		$1.3M Sell
25,825
-2,018
-7% -$98.7K 0.02% 278
2025
Q2 		$1.26M Buy
27,843
+4,706
+20% +$179K 0.02% 279
2025
Q1 		$742K Sell
23,137
-2,681
-10% -$89.9K 0.01% 346
2024
Q4 		$849K Sell
25,818
-1,019
-4% -$39.4K 0.01% 322
2024
Q3 		$1.14M Buy
26,837
+1,630
+6% +$66.7K 0.02% 260
2024
Q2 		$877K Sell
25,207
-3,946
-14% -$133K 0.02% 290
2024
Q1 		$1.03M Buy
29,153
+5,317
+22% +$172K 0.02% 241
2023
Q4 		$734K Buy
23,836
+4,583
+24% +$126K 0.02% 286
2023
Q3 		$510K Buy
19,253
+3,642
+23% +$97.7K 0.01% 316
2023
Q2 		$407K Buy
15,611
+5,875
+60% +$156K 0.01% 367
2023
Q1 		$262K Buy
9,736
+747
+8% +$22.8K 0.01% 453
2022
Q4 		$251K Buy
+8,989
New +$242K 0.01% 420
2022
Q3 		– Sell
-7,058
Closed -$201K – 490
2022
Q2 		$201K Sell
7,058
-440
-6% -$14.3K 0.01% 402
2022
Q1 		$251K Sell
7,498
-1,841
-20% -$59.5K 0.01% 396
2021
Q4 		$289K Buy
9,339
+2,279
+32% +$73.1K 0.01% 370
2021
Q3 		$237K Buy
7,060
+179
+3% +$5.99K 0.01% 369
2021
Q2 		$247K Buy
6,881
+128
+2% +$4.6K 0.01% 356
2021
Q1 		$227K Buy
+6,753
New +$205K 0.01% 355

Other funds holding SHG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Ballentine Partners's SHG Position: Q3 2026 in Review

Ballentine Partners increased its Shinhan Financial Group (SHG) stake by 13% in Q3 2026, buying an estimated $406K and bringing the position to 48,086 shares worth $3.73M. The position accounts for 0.04% of the portfolio, ranked #147.

Ballentine Partners first reported a position in SHG in Q1 2021 and has held it in 22 quarters since. 247 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Ballentine Partners held 48,086 shares of Shinhan Financial Group worth $3.73M as of Q3 2026.
  • Ballentine Partners bought 5,374 Shinhan Financial Group shares in Q3 2026, an estimated $406K.
  • Shinhan Financial Group made up 0.04% of Ballentine Partners's portfolio in Q3 2026, its #147 holding.
  • Ballentine Partners first reported a position in Shinhan Financial Group in Q1 2021 and has held it in 22 quarters since.
  • 247 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Ballentine Partners's 13F filing for Q3 2026, filed 13 Nov 2026.