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Clearstead Advisors’s Shinhan Financial Group SHG Stock Holding History

Clearstead Advisors’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 		$127K Buy
+2,002
New +$131K ﹤0.01% 1220
2024
Q2 		– Sell
-71
Closed -$2.49K – 2064
2024
Q1 		$2.49K Hold
71
– – ﹤0.01% 1286
2023
Q4 		$2.19K Buy
+71
New +$1.95K ﹤0.01% 1274
2021
Q3 		– Sell
-76
Closed -$3K – 1372
2021
Q2 		$3K Buy
+76
New +$2.73K ﹤0.01% 983

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

Clearstead Advisors's SHG Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 2,002 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #1220 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SHG as recently as Q1 2024.

Clearstead Advisors first reported a position in SHG in Q2 2021 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Clearstead Advisors held 2,002 shares of Shinhan Financial Group worth $127K as of Q2 2026.
  • Shinhan Financial Group was a new Clearstead Advisors position in Q2 2026.
  • Shinhan Financial Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1220 holding.
  • Clearstead Advisors first reported a position in Shinhan Financial Group in Q2 2021 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.