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Confluence Investment Management’s Shinhan Financial Group SHG Stock Holding History

Confluence Investment 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
Q3 		$491K Buy
6,326
+36
+0.6% +$2.72K 0.01% 253
2026
Q2 		$398K Buy
6,290
+491
+8% +$32.2K 0.01% 252
2026
Q1 		$356K Buy
5,799
+128
+2% +$7.85K 0.01% 250
2025
Q4 		$304K Hold
5,671
– – ﹤0.01% 262
2025
Q3 		$286K Sell
5,671
-198
-3% -$9.68K ﹤0.01% 261
2025
Q2 		$265K Sell
5,869
-396
-6% -$15.1K ﹤0.01% 263
2025
Q1 		$201K Sell
6,265
-147
-2% -$4.93K ﹤0.01% 284
2024
Q4 		$211K Sell
6,412
-396
-6% -$15.3K ﹤0.01% 286
2024
Q3 		$288K Buy
6,808
+33
+0.5% +$1.35K ﹤0.01% 278
2024
Q2 		$236K Sell
6,775
-133
-2% -$4.47K ﹤0.01% 282
2024
Q1 		$245K Buy
+6,908
New +$223K ﹤0.01% 281

Other funds holding SHG

PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Confluence Investment Management's SHG Position: Q3 2026 in Review

Confluence Investment Management increased its Shinhan Financial Group (SHG) stake by 0.57% in Q3 2026, buying an estimated $2.72K and bringing the position to 6,326 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #253.

Confluence Investment Management first reported a position in SHG in Q1 2024 and has held it in 11 quarters since. 9 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Confluence Investment Management held 6,326 shares of Shinhan Financial Group worth $491K as of Q3 2026.
  • Confluence Investment Management bought 36 Shinhan Financial Group shares in Q3 2026, an estimated $2.72K.
  • Shinhan Financial Group made up 0.01% of Confluence Investment Management's portfolio in Q3 2026, its #253 holding.
  • Confluence Investment Management first reported a position in Shinhan Financial Group in Q1 2024 and has held it in 11 quarters since.
  • 9 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.