Corient Private Wealth
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Corient Private Wealth’s Shinhan Financial Group SHG Stock Holding History

Corient Private Wealth’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 		$2.44M Buy
38,537
+12,212
+46% +$801K ﹤0.01% 1267
2026
Q1 		$1.59M Buy
26,325
+3,416
+15% +$210K ﹤0.01% 1388
2025
Q4 		$1.23M Buy
22,909
+1,726
+8% +$91.1K ﹤0.01% 1398
2025
Q3 		$1.07M Buy
21,183
+1,107
+6% +$54.1K ﹤0.01% 1399
2025
Q2 		$907K Buy
20,076
+213
+1% +$8.11K ﹤0.01% 1409
2025
Q1 		$637K Sell
19,863
-4,867
-20% -$163K ﹤0.01% 1485
2024
Q4 		$813K Buy
24,730
+4,333
+21% +$168K ﹤0.01% 1396
2024
Q3 		$864K Sell
20,397
-310
-1% -$12.7K ﹤0.01% 1474
2024
Q2 		$721K Sell
20,707
-579
-3% -$19.5K ﹤0.01% 1467
2024
Q1 		$755K Sell
21,286
-3,281
-13% -$106K ﹤0.01% 1434
2023
Q4 		$756K Buy
24,567
+881
+4% +$24.2K ﹤0.01% 1409
2023
Q3 		$627K Sell
23,686
-2,667
-10% -$71.5K ﹤0.01% 1371
2023
Q2 		$686K Buy
26,353
+7,704
+41% +$205K ﹤0.01% 1297
2023
Q1 		$502K Buy
18,649
+8,135
+77% +$248K ﹤0.01% 1380
2022
Q4 		$294K Buy
+10,514
New +$283K ﹤0.01% 1341

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

Corient Private Wealth's SHG Position: Q2 2026 in Review

Corient Private Wealth increased its Shinhan Financial Group (SHG) stake by 46% in Q2 2026, buying an estimated $801K and bringing the position to 38,537 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Corient Private Wealth first reported a position in SHG in Q4 2022 and has held it in 15 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Corient Private Wealth held 38,537 shares of Shinhan Financial Group worth $2.44M as of Q2 2026.
  • Corient Private Wealth bought 12,212 Shinhan Financial Group shares in Q2 2026, an estimated $801K.
  • Shinhan Financial Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1267 holding.
  • Corient Private Wealth first reported a position in Shinhan Financial Group in Q4 2022 and has held it in 15 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.