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Canopy Partners’s Shinhan Financial Group SHG Stock Holding History

Canopy 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 		$347K Buy
5,483
+534
+11% +$35K 0.1% 167
2026
Q1 		$303K Buy
4,949
+43
+0.9% +$2.64K 0.1% 167
2025
Q4 		$263K Buy
4,906
+95
+2% +$5.01K 0.09% 183
2025
Q3 		$242K Buy
4,811
+76
+2% +$3.72K 0.08% 192
2025
Q2 		$214K Buy
+4,735
New +$180K 0.08% 198
2024
Q4 		– Sell
-5,140
Closed -$218K – 221
2024
Q3 		$218K Buy
+5,140
New +$210K 0.09% 177

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

Canopy Partners's SHG Position: Q2 2026 in Review

Canopy Partners increased its Shinhan Financial Group (SHG) stake by 11% in Q2 2026, buying an estimated $35K and bringing the position to 5,483 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #167.

Canopy Partners first reported a position in SHG in Q3 2024 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Canopy Partners held 5,483 shares of Shinhan Financial Group worth $347K as of Q2 2026.
  • Canopy Partners bought 534 Shinhan Financial Group shares in Q2 2026, an estimated $35K.
  • Shinhan Financial Group made up 0.1% of Canopy Partners's portfolio in Q2 2026, its #167 holding.
  • Canopy Partners first reported a position in Shinhan Financial Group in Q3 2024 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.