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Coldstream Capital Management’s Shinhan Financial Group SHG Stock Holding History

Coldstream Capital Management’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 		$279K Sell
4,408
-268
-6% -$17.6K ﹤0.01% 995
2026
Q1 		$287K Buy
+4,676
New +$287K ﹤0.01% 958
2025
Q4 		– Sell
-7,126
Closed -$359K – 1245
2025
Q3 		$359K Buy
+7,126
New +$349K ﹤0.01% 863
2025
Q2 		– Sell
-3,085
Closed -$99K – 2974
2025
Q1 		$99K Buy
+3,085
New +$103K ﹤0.01% 1362

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

Coldstream Capital Management's SHG Position: Q2 2026 in Review

Coldstream Capital Management reduced its Shinhan Financial Group (SHG) stake by 5.7% in Q2 2026, selling an estimated $17.6K and leaving 4,408 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Coldstream Capital Management first reported a position in SHG in Q1 2025 and has held it in 4 quarters since. The position peaked at $359K in Q3 2025. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Coldstream Capital Management held 4,408 shares of Shinhan Financial Group worth $279K as of Q2 2026.
  • Coldstream Capital Management sold 268 Shinhan Financial Group shares in Q2 2026, an estimated $17.6K.
  • Shinhan Financial Group made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #995 holding.
  • Coldstream Capital Management first reported a position in Shinhan Financial Group in Q1 2025 and has held it in 4 quarters since.
  • Coldstream Capital Management's Shinhan Financial Group position peaked at $359K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.