Creative Planning
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Creative Planning’s Shinhan Financial Group SHG Stock Holding History

Creative Planning’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 		$29.8M Buy
471,068
+169,627
+56% +$11.1M 0.02% 368
2026
Q1 		$18.5M Buy
301,441
+70,863
+31% +$4.35M 0.01% 476
2025
Q4 		$12.4M Buy
230,578
+40,588
+21% +$2.14M 0.01% 536
2025
Q3 		$9.57M Buy
189,990
+27,117
+17% +$1.33M 0.01% 581
2025
Q2 		$7.36M Buy
162,873
+67,223
+70% +$2.56M 0.01% 618
2025
Q1 		$3.07M Sell
95,650
-23,128
-19% -$775K ﹤0.01% 923
2024
Q4 		$3.91M Sell
118,778
-2,980
-2% -$115K ﹤0.01% 765
2024
Q3 		$5.16M Buy
121,758
+21,432
+21% +$877K 0.01% 629
2024
Q2 		$3.49M Buy
100,326
+10,824
+12% +$364K ﹤0.01% 758
2024
Q1 		$3.18M Buy
89,502
+21,461
+32% +$694K ﹤0.01% 781
2023
Q4 		$2.09M Buy
68,041
+16,847
+33% +$463K ﹤0.01% 902
2023
Q3 		$1.36M Buy
51,194
+5,108
+11% +$137K ﹤0.01% 1021
2023
Q2 		$1.2M Buy
46,086
+4,576
+11% +$122K ﹤0.01% 1041
2023
Q1 		$1.12M Buy
41,510
+5,955
+17% +$182K ﹤0.01% 1022
2022
Q4 		$993K Buy
35,555
+19,599
+123% +$528K ﹤0.01% 1038
2022
Q3 		$367K Buy
+15,956
New +$423K ﹤0.01% 1524
2017
Q2 		– Sell
-9
Closed – – 4806
2017
Q1 		$0 Buy
+9
New +$366 ﹤0.01% 4878
2016
Q1 		– Sell
-103
Closed -$3K – 4496
2015
Q4 		$3K Hold
103
– – ﹤0.01% 3927
2015
Q3 		$4K Buy
+103
New +$3.56K ﹤0.01% 3731
2015
Q2 		– Sell
-103
Closed -$4K – 2684
2015
Q1 		$4K Hold
103
– – ﹤0.01% 3654
2014
Q4 		$4K Hold
103
– – ﹤0.01% 3618
2014
Q3 		$5K Hold
103
– – ﹤0.01% 3311
2014
Q2 		$5K Hold
103
– – ﹤0.01% 3233
2014
Q1 		$5K Buy
+103
New +$4.27K ﹤0.01% 3103

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Planning's SHG Position: Q2 2026 in Review

Creative Planning increased its Shinhan Financial Group (SHG) stake by 56% in Q2 2026, buying an estimated $11.1M and bringing the position to 471,068 shares worth $29.8M. The position accounts for 0.02% of the portfolio, ranked #368.

Creative Planning first reported a position in SHG in Q1 2014 and has held it in 24 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Creative Planning held 471,068 shares of Shinhan Financial Group worth $29.8M as of Q2 2026.
  • Creative Planning bought 169,627 Shinhan Financial Group shares in Q2 2026, an estimated $11.1M.
  • Shinhan Financial Group made up 0.02% of Creative Planning's portfolio in Q2 2026, its #368 holding.
  • Creative Planning first reported a position in Shinhan Financial Group in Q1 2014 and has held it in 24 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.