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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
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

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

Confluence Investment Management's SHG Position: Q2 2026 in Review

Confluence Investment Management increased its Shinhan Financial Group (SHG) stake by 8.5% in Q2 2026, buying an estimated $32.2K and bringing the position to 6,290 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #252.

Confluence Investment Management first reported a position in SHG in Q1 2024 and has held it in 10 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Confluence Investment Management held 6,290 shares of Shinhan Financial Group worth $398K as of Q2 2026.
  • Confluence Investment Management bought 491 Shinhan Financial Group shares in Q2 2026, an estimated $32.2K.
  • Shinhan Financial Group made up 0.01% of Confluence Investment Management's portfolio in Q2 2026, its #252 holding.
  • Confluence Investment Management first reported a position in Shinhan Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.