BFG
SHG icon

Bleakley Financial Group’s Shinhan Financial Group SHG Stock Holding History

Bleakley Financial Group’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 		$1.68M Buy
26,608
+6,530
+33% +$428K 0.02% 516
2026
Q1 		$1.23M Buy
20,078
+2,396
+14% +$147K 0.02% 484
2025
Q4 		$948K Buy
17,682
+991
+6% +$52.3K 0.02% 487
2025
Q3 		$841K Buy
16,691
+1,630
+11% +$79.7K 0.02% 448
2025
Q2 		$680K Buy
15,061
+1,710
+13% +$65.1K 0.02% 455
2025
Q1 		$428K Buy
13,351
+1,121
+9% +$37.6K 0.01% 451
2024
Q4 		$402K Sell
12,230
-724
-6% -$28K 0.01% 682
2024
Q3 		$549K Buy
12,954
+2,555
+25% +$105K 0.02% 577
2024
Q2 		$362K Buy
+10,399
New +$350K 0.01% 706

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

Bleakley Financial Group's SHG Position: Q2 2026 in Review

Bleakley Financial Group increased its Shinhan Financial Group (SHG) stake by 33% in Q2 2026, buying an estimated $428K and bringing the position to 26,608 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #516.

Bleakley Financial Group first reported a position in SHG in Q2 2024 and has held it in 9 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Bleakley Financial Group held 26,608 shares of Shinhan Financial Group worth $1.68M as of Q2 2026.
  • Bleakley Financial Group bought 6,530 Shinhan Financial Group shares in Q2 2026, an estimated $428K.
  • Shinhan Financial Group made up 0.02% of Bleakley Financial Group's portfolio in Q2 2026, its #516 holding.
  • Bleakley Financial Group first reported a position in Shinhan Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.