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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
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% 259
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 $6.73T 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

Ballentine Partners's SHG Position: Q2 2026 in Review

Ballentine Partners increased its Shinhan Financial Group (SHG) stake by 27% in Q2 2026, buying an estimated $589K and bringing the position to 42,712 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #172.

Ballentine Partners first reported a position in SHG in Q1 2021 and has held it in 21 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Ballentine Partners held 42,712 shares of Shinhan Financial Group worth $2.7M as of Q2 2026.
  • Ballentine Partners bought 8,975 Shinhan Financial Group shares in Q2 2026, an estimated $589K.
  • Shinhan Financial Group made up 0.03% of Ballentine Partners's portfolio in Q2 2026, its #172 holding.
  • Ballentine Partners first reported a position in Shinhan Financial Group in Q1 2021 and has held it in 21 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.