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Crewe Advisors’s Shinhan Financial Group SHG Stock Holding History

Crewe Advisors’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 		$21.2K Hold
335
– – ﹤0.01% 606
2026
Q1 		$20.5K Hold
335
– – ﹤0.01% 514
2025
Q4 		$18K Hold
335
– – ﹤0.01% 510
2025
Q3 		$16.9K Buy
+335
New +$16.4K ﹤0.01% 529

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

Crewe Advisors's SHG Position: Q2 2026 in Review

Crewe Advisors held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 335 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Crewe Advisors first reported a position in SHG in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Crewe Advisors held 335 shares of Shinhan Financial Group worth $21.2K as of Q2 2026.
  • Crewe Advisors left its Shinhan Financial Group share count unchanged in Q2 2026.
  • Shinhan Financial Group made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #606 holding.
  • Crewe Advisors first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.