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Blue Trust Inc’s Shinhan Financial Group SHG Stock Holding History

Blue Trust Inc’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 		$1.02M Sell
16,111
-6,395
-28% -$420K 0.01% 294
2026
Q1 		$1.38M Sell
22,506
-6,957
-24% -$427K 0.02% 238
2025
Q4 		$1.58M Sell
29,463
-2,004
-6% -$106K 0.02% 220
2025
Q3 		$1.58M Buy
31,467
+6,225
+25% +$304K 0.02% 211
2025
Q2 		$1.14M Buy
25,242
+4,481
+22% +$171K 0.01% 248
2025
Q1 		$666K Sell
20,761
-2,209
-10% -$74.1K 0.01% 341
2024
Q4 		$755K Sell
22,970
-31,526
-58% -$1.22M 0.01% 278
2024
Q3 		$1.9M Buy
54,496
+29,646
+119% +$1.21M 0.02% 153
2024
Q2 		$882K Buy
24,850
+11,815
+91% +$397K 0.01% 235
2024
Q1 		$463K Buy
13,035
+1,146
+10% +$37K 0.01% 285
2023
Q4 		$314K Buy
11,889
+863
+8% +$23.7K 0.01% 328
2023
Q3 		$288K Buy
11,026
+7,093
+180% +$190K ﹤0.01% 350
2023
Q2 		$106K Sell
3,933
-20,699
-84% -$551K ﹤0.01% 483
2023
Q1 		$688K Buy
24,632
+5,867
+31% +$179K 0.01% 228
2022
Q4 		$431K Buy
18,765
+9,660
+106% +$260K 0.01% 281
2022
Q3 		$260K Buy
9,105
+3,828
+73% +$101K ﹤0.01% 300
2022
Q2 		$177K Buy
+5,277
New +$171K ﹤0.01% 348

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

Blue Trust Inc's SHG Position: Q2 2026 in Review

Blue Trust Inc reduced its Shinhan Financial Group (SHG) stake by 28% in Q2 2026, selling an estimated $420K and leaving 16,111 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #294.

Blue Trust Inc first reported a position in SHG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.9M in Q3 2024. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Blue Trust Inc held 16,111 shares of Shinhan Financial Group worth $1.02M as of Q2 2026.
  • Blue Trust Inc sold 6,395 Shinhan Financial Group shares in Q2 2026, an estimated $420K.
  • Shinhan Financial Group made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #294 holding.
  • Blue Trust Inc first reported a position in Shinhan Financial Group in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Shinhan Financial Group position peaked at $1.9M in Q3 2024.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.