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BSW Wealth Partners’s Shinhan Financial Group SHG Stock Holding History

BSW Wealth Partners’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 		$243K Buy
3,841
+425
+12% +$27.9K 0.03% 288
2026
Q1 		$209K Buy
+3,416
New +$210K 0.03% 299
2024
Q4 		– Sell
-5,801
Closed -$246K – 327
2024
Q3 		$246K Sell
5,801
-2,058
-26% -$84.3K 0.04% 263
2024
Q2 		$274K Sell
7,859
-275
-3% -$9.25K 0.04% 227
2024
Q1 		$289K Sell
8,134
-2,428
-23% -$78.5K 0.05% 227
2023
Q4 		$325K Buy
10,562
+2,645
+33% +$72.7K 0.06% 190
2023
Q3 		$210K Sell
7,917
-5,068
-39% -$136K 0.05% 225
2023
Q2 		$338K Sell
12,985
-424
-3% -$11.3K 0.07% 164
2023
Q1 		$361K Buy
13,409
+176
+1% +$5.37K 0.07% 189
2022
Q4 		$370K Sell
13,233
-844
-6% -$22.7K 0.08% 180
2022
Q3 		$324K Buy
14,077
+1,753
+14% +$46.4K 0.08% 167
2022
Q2 		$352K Buy
12,324
+158
+1% +$5.13K 0.08% 166
2022
Q1 		$407K Buy
12,166
+3,909
+47% +$126K 0.1% 157
2021
Q4 		$255K Sell
8,257
-1,665
-17% -$53.4K 0.06% 216
2021
Q3 		$334K Buy
9,922
+2,660
+37% +$89K 0.09% 160
2021
Q2 		$260K Buy
7,262
+870
+14% +$31.2K 0.07% 197
2021
Q1 		$214K Sell
6,392
-664
-9% -$20.1K 0.06% 201
2020
Q4 		$210K Buy
+7,056
New +$201K 0.06% 172

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

BSW Wealth Partners's SHG Position: Q2 2026 in Review

BSW Wealth Partners increased its Shinhan Financial Group (SHG) stake by 12% in Q2 2026, buying an estimated $27.9K and bringing the position to 3,841 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #288.

BSW Wealth Partners first reported a position in SHG in Q4 2020 and has held it in 18 quarters since. The position peaked at $407K in Q1 2022. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • BSW Wealth Partners held 3,841 shares of Shinhan Financial Group worth $243K as of Q2 2026.
  • BSW Wealth Partners bought 425 Shinhan Financial Group shares in Q2 2026, an estimated $27.9K.
  • Shinhan Financial Group made up 0.03% of BSW Wealth Partners's portfolio in Q2 2026, its #288 holding.
  • BSW Wealth Partners first reported a position in Shinhan Financial Group in Q4 2020 and has held it in 18 quarters since.
  • BSW Wealth Partners's Shinhan Financial Group position peaked at $407K in Q1 2022.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.