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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return