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Concourse Financial Group Securities’s Shinhan Financial Group SHG Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-62
Closed -$2.18K – 1707
2024
Q4 		$2.18K Sell
62
-4
-6% -$155 ﹤0.01% 2001
2024
Q3 		$2.8K Buy
66
+38
+136% +$1.56K ﹤0.01% 1957
2024
Q2 		$974 Buy
+28
New +$941 ﹤0.01% 2128
2019
Q4 		– Sell
-23
Closed -$852 – 2128
2019
Q3 		$1K Buy
+23
New +$816 ﹤0.01% 1687

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Concourse Financial Group Securities's SHG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Shinhan Financial Group (SHG) in Q1 2025, closing a stake of 62 shares — an estimated $2.18K sold.

Concourse Financial Group Securities first reported a position in SHG in Q3 2019 and held it in 4 quarters. The position peaked at $2.8K in Q3 2024. 209 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Shinhan Financial Group position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 62 Shinhan Financial Group shares in Q1 2025, an estimated $2.18K.
  • Concourse Financial Group Securities first reported a position in Shinhan Financial Group in Q3 2019 and held it in 4 quarters.
  • Concourse Financial Group Securities's Shinhan Financial Group position peaked at $2.8K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.