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Bell Investment Advisors’s Shinhan Financial Group SHG Stock Holding History

Bell Investment 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 		$56K Buy
886
+139
+19% +$9.12K 0.01% 256
2026
Q1 		$45.8K Buy
747
+178
+31% +$10.9K 0.01% 262
2025
Q4 		$30.5K Buy
569
+256
+82% +$13.5K ﹤0.01% 338
2025
Q3 		$15.8K Sell
313
-61
-16% -$2.98K ﹤0.01% 484
2025
Q2 		$16.9K Buy
374
+30
+9% +$1.14K ﹤0.01% 475
2025
Q1 		$11K Sell
344
-60
-15% -$2.01K ﹤0.01% 568
2024
Q4 		$13.3K Buy
404
+14
+4% +$542 ﹤0.01% 497
2024
Q3 		$16.5K Hold
390
– – ﹤0.01% 441
2024
Q2 		$13.6K Sell
390
-14
-3% -$471 ﹤0.01% 496
2024
Q1 		$14.3K Buy
404
+154
+62% +$4.98K ﹤0.01% 461
2023
Q4 		$7.7K Sell
250
-103
-29% -$2.83K ﹤0.01% 659
2023
Q3 		$9.35K Sell
353
-20
-5% -$536 ﹤0.01% 537
2023
Q2 		$9.72K Buy
373
+9
+2% +$240 ﹤0.01% 521
2023
Q1 		$9.81K Sell
364
-202
-36% -$6.17K ﹤0.01% 488
2022
Q4 		$15.8K Sell
566
-39
-6% -$1.05K ﹤0.01% 356
2022
Q3 		$14K Buy
605
+337
+126% +$8.93K ﹤0.01% 338
2022
Q2 		$8K Buy
+268
New +$8.71K ﹤0.01% 515
2021
Q4 		$15K Buy
493
+180
+58% +$5.78K ﹤0.01% 378
2021
Q3 		$11K Buy
+313
New +$10.5K ﹤0.01% 433

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

Bell Investment Advisors's SHG Position: Q2 2026 in Review

Bell Investment Advisors increased its Shinhan Financial Group (SHG) stake by 19% in Q2 2026, buying an estimated $9.12K and bringing the position to 886 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #256.

Bell Investment Advisors first reported a position in SHG in Q3 2021 and has held it in 19 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Bell Investment Advisors held 886 shares of Shinhan Financial Group worth $56K as of Q2 2026.
  • Bell Investment Advisors bought 139 Shinhan Financial Group shares in Q2 2026, an estimated $9.12K.
  • Shinhan Financial Group made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #256 holding.
  • Bell Investment Advisors first reported a position in Shinhan Financial Group in Q3 2021 and has held it in 19 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.