Cerity Partners
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Cerity Partners’s Shinhan Financial Group SHG Stock Holding History

Cerity 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 		$3.66M Buy
57,850
+11,821
+26% +$776K ﹤0.01% 1256
2026
Q1 		$2.82M Buy
46,029
+4,597
+11% +$282K ﹤0.01% 1292
2025
Q4 		$2.22M Sell
41,432
-1,075
-3% -$56.7K ﹤0.01% 1328
2025
Q3 		$2.14M Sell
42,507
-7,157
-14% -$350K ﹤0.01% 1265
2025
Q2 		$2.24M Sell
49,664
-4,290
-8% -$163K ﹤0.01% 1162
2025
Q1 		$1.73M Buy
53,954
+25,716
+91% +$862K ﹤0.01% 1186
2024
Q4 		$1.01M Buy
28,238
+3,209
+13% +$124K ﹤0.01% 1408
2024
Q3 		$1.06M Buy
25,029
+7,327
+41% +$300K ﹤0.01% 1366
2024
Q2 		$616K Sell
17,702
-22,302
-56% -$750K ﹤0.01% 1450
2024
Q1 		$1.42M Buy
40,004
+15,298
+62% +$494K ﹤0.01% 1123
2023
Q4 		$760K Buy
24,706
+4,253
+21% +$117K ﹤0.01% 1091
2023
Q3 		$542K Buy
20,453
+924
+5% +$24.8K ﹤0.01% 955
2023
Q2 		$509K Sell
19,529
-950
-5% -$25.3K ﹤0.01% 1170
2023
Q1 		$2.5M Sell
20,479
-2,194
-10% -$67K 0.01% 651
2022
Q4 		$633K Sell
22,673
-1,105
-5% -$29.8K ﹤0.01% 842
2022
Q3 		$547K Buy
23,778
+1,411
+6% +$37.4K 0.01% 685
2022
Q2 		$639K Buy
+22,367
New +$727K 0.01% 668
2022
Q1 		– Sell
-17,656
Closed -$548K – 1088
2021
Q4 		$548K Buy
+17,656
New +$566K 0.01% 568
2018
Q4 		– Sell
-5,316
Closed -$213K – 552
2018
Q3 		$213K Buy
+5,316
New +$205K 0.01% 502

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerity Partners's SHG Position: Q2 2026 in Review

Cerity Partners increased its Shinhan Financial Group (SHG) stake by 26% in Q2 2026, buying an estimated $776K and bringing the position to 57,850 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Cerity Partners first reported a position in SHG in Q3 2018 and has held it in 19 quarters since. 286 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Cerity Partners held 57,850 shares of Shinhan Financial Group worth $3.66M as of Q2 2026.
  • Cerity Partners bought 11,821 Shinhan Financial Group shares in Q2 2026, an estimated $776K.
  • Shinhan Financial Group made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1256 holding.
  • Cerity Partners first reported a position in Shinhan Financial Group in Q3 2018 and has held it in 19 quarters since.
  • 286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.