CIBC Private Wealth Group
SHG icon

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 $5.7T AUM 30.48% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return