Cetera Investment Advisers
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Cetera Investment Advisers’s Shinhan Financial Group SHG Stock Holding History

Cetera Investment Advisers’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 		$572K Buy
9,040
+2,894
+47% +$190K ﹤0.01% 3576
2026
Q1 		$377K Buy
6,146
+146
+2% +$8.96K ﹤0.01% 3781
2025
Q4 		$322K Buy
6,000
+1,264
+27% +$66.7K ﹤0.01% 3843
2025
Q3 		$239K Buy
+4,736
New +$232K ﹤0.01% 4022

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

Cetera Investment Advisers's SHG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Shinhan Financial Group (SHG) stake by 47% in Q2 2026, buying an estimated $190K and bringing the position to 9,040 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #3576.

Cetera Investment Advisers first reported a position in SHG in Q3 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Cetera Investment Advisers held 9,040 shares of Shinhan Financial Group worth $572K as of Q2 2026.
  • Cetera Investment Advisers bought 2,894 Shinhan Financial Group shares in Q2 2026, an estimated $190K.
  • Shinhan Financial Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3576 holding.
  • Cetera Investment Advisers first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.