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Beacon Pointe Advisors’s Shinhan Financial Group SHG Stock Holding History

Beacon Pointe Advisors’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 		$46K Sell
10,728
-15
-0.1% -$984 ﹤0.01% 1895
2026
Q1 		$45.6K Buy
10,743
+663
+7% +$40.7K ﹤0.01% 1809
2025
Q4 		$4.3K Buy
10,080
+80
+0.8% +$4.22K ﹤0.01% 1500
2025
Q3 		$0 Buy
+10,000
New +$489K ﹤0.01% 1512

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

Beacon Pointe Advisors's SHG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Shinhan Financial Group (SHG) stake by 0.14% in Q2 2026, selling an estimated $984 and leaving 10,728 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Beacon Pointe Advisors first reported a position in SHG in Q3 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Beacon Pointe Advisors held 10,728 shares of Shinhan Financial Group worth $46K as of Q2 2026.
  • Beacon Pointe Advisors sold 15 Shinhan Financial Group shares in Q2 2026, an estimated $984.
  • Shinhan Financial Group made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1895 holding.
  • Beacon Pointe Advisors first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.