Blue Trust Inc
SHG icon

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
Q3 		$1.29M Buy
16,563
+452
+3% +$34.2K 0.01% 252
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

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Investment Research Partners
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Blue Trust Inc's SHG Position: Q3 2026 in Review

Blue Trust Inc increased its Shinhan Financial Group (SHG) stake by 2.8% in Q3 2026, buying an estimated $34.2K and bringing the position to 16,563 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #252.

Blue Trust Inc first reported a position in SHG in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.9M in Q3 2024. 57 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Blue Trust Inc held 16,563 shares of Shinhan Financial Group worth $1.29M as of Q3 2026.
  • Blue Trust Inc bought 452 Shinhan Financial Group shares in Q3 2026, an estimated $34.2K.
  • Shinhan Financial Group made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #252 holding.
  • Blue Trust Inc first reported a position in Shinhan Financial Group in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Shinhan Financial Group position peaked at $1.9M in Q3 2024.
  • 57 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.