CFO
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Callan Family Office’s Shinhan Financial Group SHG Stock Holding History

Callan Family Office’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 		$1.43M Sell
22,605
-233
-1% -$15.3K 0.03% 494
2026
Q1 		$1.4M Buy
22,838
+2,778
+14% +$170K 0.03% 462
2025
Q4 		$1.08M Buy
20,060
+14,757
+278% +$779K 0.02% 527
2025
Q3 		$267K Sell
5,303
-2,109
-28% -$103K 0.01% 747
2025
Q2 		$335K Buy
+7,412
New +$282K 0.01% 734

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

Callan Family Office's SHG Position: Q2 2026 in Review

Callan Family Office reduced its Shinhan Financial Group (SHG) stake by 1% in Q2 2026, selling an estimated $15.3K and leaving 22,605 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #494.

Callan Family Office first reported a position in SHG in Q2 2025 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Callan Family Office held 22,605 shares of Shinhan Financial Group worth $1.43M as of Q2 2026.
  • Callan Family Office sold 233 Shinhan Financial Group shares in Q2 2026, an estimated $15.3K.
  • Shinhan Financial Group made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #494 holding.
  • Callan Family Office first reported a position in Shinhan Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.