CIBC Private Wealth Group
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CIBC Private Wealth Group’s Shinhan Financial Group SHG Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$9.97K Buy
186
+18
+11% +$950 ﹤0.01% 2424
2025
Q3 		$8.46K Hold
168
– – ﹤0.01% 2446
2025
Q2 		$7.59K Sell
168
-180
-52% -$6.86K ﹤0.01% 2349
2025
Q1 		$10.1K Buy
348
+220
+172% +$7.38K ﹤0.01% 2244
2024
Q4 		$4.31K Buy
128
+37
+41% +$1.43K ﹤0.01% 2522
2024
Q3 		$3.86K Buy
91
+26
+40% +$1.06K ﹤0.01% 2664
2024
Q2 		$2.44K Hold
65
– – ﹤0.01% 2719
2024
Q1 		$2.19K Buy
+65
New +$2.1K ﹤0.01% 2738
2018
Q3 		– Sell
-385
Closed -$15K – 1589
2018
Q2 		$15K Hold
385
– – ﹤0.01% 1477
2018
Q1 		$16K Sell
385
-50
-11% -$2.27K ﹤0.01% 1430
2017
Q4 		$20K Buy
+435
New +$19.5K ﹤0.01% 1409

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Private Wealth Group's SHG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Shinhan Financial Group (SHG) stake by 11% in Q4 2025, buying an estimated $950 and bringing the position to 186 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

CIBC Private Wealth Group first reported a position in SHG in Q4 2017 and has held it in 11 quarters since. The position peaked at $20K in Q4 2017. 272 funds tracked by Wall St. Rank hold SHG as of Q4 2025.

  • CIBC Private Wealth Group held 186 shares of Shinhan Financial Group worth $9.97K as of Q4 2025.
  • CIBC Private Wealth Group bought 18 Shinhan Financial Group shares in Q4 2025, an estimated $950.
  • Shinhan Financial Group made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2424 holding.
  • CIBC Private Wealth Group first reported a position in Shinhan Financial Group in Q4 2017 and has held it in 11 quarters since.
  • CIBC Private Wealth Group's Shinhan Financial Group position peaked at $20K in Q4 2017.
  • 272 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.