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Brinker Capital Investments’s Shinhan Financial Group SHG Stock Holding History

Brinker Capital Investments’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 		$3.72M Buy
58,871
+10,323
+21% +$677K 0.03% 493
2026
Q1 		$2.98M Sell
48,548
-24,021
-33% -$1.47M 0.03% 566
2025
Q4 		$3.89M Buy
72,569
+2,778
+4% +$147K 0.03% 544
2025
Q3 		$3.52M Buy
69,791
+2,550
+4% +$125K 0.03% 561
2025
Q2 		$3.04M Buy
67,241
+6,898
+11% +$263K 0.03% 579
2025
Q1 		$1.94M Sell
60,343
-21,080
-26% -$707K 0.02% 723
2024
Q4 		$2.68M Buy
81,423
+5,822
+8% +$225K 0.03% 554
2024
Q3 		$3.2M Sell
75,601
-290
-0.4% -$11.9K 0.03% 473
2024
Q2 		$2.64M Sell
75,891
-2,424
-3% -$81.5K 0.03% 521
2024
Q1 		$2.78M Buy
78,315
+23,780
+44% +$769K 0.03% 513
2023
Q4 		$1.55M Sell
54,535
-4,185
-7% -$115K 0.02% 752
2023
Q3 		$1.56M Sell
58,720
-2,191
-4% -$58.8K 0.02% 722
2023
Q2 		$1.59M Sell
60,911
-69
-0.1% -$1.84K 0.02% 757
2023
Q1 		$1.64M Sell
60,980
-19,506
-24% -$595K 0.02% 672
2022
Q4 		$2.25M Sell
80,486
-2,919
-3% -$78.6K 0.04% 429
2022
Q3 		$1.92M Buy
83,405
+1,901
+2% +$50.3K 0.04% 476
2022
Q2 		$2.33M Buy
81,504
+6,713
+9% +$218K 0.04% 418
2022
Q1 		$2.5M Sell
74,791
-8,427
-10% -$272K 0.04% 451
2021
Q4 		$2.57M Sell
83,218
-6,384
-7% -$205K 0.04% 476
2021
Q3 		$3.21M Hold
89,602
– – 0.05% 392
2021
Q2 		$3.21M Buy
89,602
+25,595
+40% +$919K 0.04% 445
2021
Q1 		$2.15M Buy
+64,007
New +$1.94M 0.03% 491
2020
Q4 		– Sell
-24,409
Closed -$561K – 1174
2020
Q3 		$561K Buy
+24,409
New +$615K 0.01% 869

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

Brinker Capital Investments's SHG Position: Q2 2026 in Review

Brinker Capital Investments increased its Shinhan Financial Group (SHG) stake by 21% in Q2 2026, buying an estimated $677K and bringing the position to 58,871 shares worth $3.72M. The position accounts for 0.03% of the portfolio, ranked #493.

Brinker Capital Investments first reported a position in SHG in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.89M in Q4 2025. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Brinker Capital Investments held 58,871 shares of Shinhan Financial Group worth $3.72M as of Q2 2026.
  • Brinker Capital Investments bought 10,323 Shinhan Financial Group shares in Q2 2026, an estimated $677K.
  • Shinhan Financial Group made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #493 holding.
  • Brinker Capital Investments first reported a position in Shinhan Financial Group in Q3 2020 and has held it in 23 quarters since.
  • Brinker Capital Investments's Shinhan Financial Group position peaked at $3.89M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.