Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Shinhan Financial Group SHG Stock Holding History

Carson Wealth (CWM LLC)’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 		$231K Buy
3,764
+155
+4% +$9.51K ﹤0.01% 2608
2025
Q4 		$194K Buy
3,609
+153
+4% +$8.07K ﹤0.01% 2600
2025
Q3 		$174K Buy
3,456
+17
+0.5% +$831 ﹤0.01% 2551
2025
Q2 		$155K Sell
3,439
-221
-6% -$8.42K ﹤0.01% 2386
2025
Q1 		$117K Sell
3,660
-64
-2% -$2.15K ﹤0.01% 2293
2024
Q4 		$122K Sell
3,724
-49
-1% -$1.9K ﹤0.01% 2158
2024
Q3 		$160K Buy
3,773
+67
+2% +$2.74K ﹤0.01% 1882
2024
Q2 		$129K Buy
3,706
+184
+5% +$6.19K ﹤0.01% 1823
2024
Q1 		$125K Buy
3,522
+303
+9% +$9.79K ﹤0.01% 1757
2023
Q4 		$99K Sell
3,219
-168
-5% -$4.62K ﹤0.01% 1784
2023
Q3 		$90K Buy
3,387
+470
+16% +$12.6K ﹤0.01% 1706
2023
Q2 		$76K Buy
2,917
+706
+32% +$18.8K ﹤0.01% 1714
2023
Q1 		$60K Buy
2,211
+511
+30% +$15.6K ﹤0.01% 1768
2022
Q4 		$47K Buy
1,700
+262
+18% +$7.06K ﹤0.01% 1786
2022
Q3 		$33K Buy
1,438
+620
+76% +$16.4K ﹤0.01% 1892
2022
Q2 		$23K Buy
818
+296
+57% +$9.62K ﹤0.01% 2038
2022
Q1 		$17K Buy
522
+342
+190% +$11.1K ﹤0.01% 2190
2021
Q4 		$6K Buy
+180
New +$5.78K ﹤0.01% 2664
2018
Q2 		– Sell
-42
Closed -$2K – 1769
2018
Q1 		$2K Sell
42
-158
-79% -$7.17K ﹤0.01% 1201
2017
Q4 		$9K Buy
200
+25
+14% +$1.12K ﹤0.01% 916
2017
Q3 		$8K Buy
+175
New +$7.95K ﹤0.01% 955

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SHG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Shinhan Financial Group (SHG) stake by 4.3% in Q1 2026, buying an estimated $9.51K and bringing the position to 3,764 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

Carson Wealth (CWM LLC) first reported a position in SHG in Q3 2017 and has held it in 21 quarters since. 287 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,764 shares of Shinhan Financial Group worth $231K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 155 Shinhan Financial Group shares in Q1 2026, an estimated $9.51K.
  • Shinhan Financial Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2608 holding.
  • Carson Wealth (CWM LLC) first reported a position in Shinhan Financial Group in Q3 2017 and has held it in 21 quarters since.
  • 287 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.