Diversified Trust’s Shinhan Financial Group SHG Stock Holding History

Diversified Trust’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	$211K	Buy	+2,716	New	+$205K	﹤0.01%	961

Other funds holding SHG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Virtus Family Office El Paso, Texas $131M AUM 16.07% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Diversified Trust's SHG Position: Q3 2026 in Review

Diversified Trust opened a new position in Shinhan Financial Group (SHG) in Q3 2026: 2,716 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #961 among its holdings.

155 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

Diversified Trust held 2,716 shares of Shinhan Financial Group worth $211K as of Q3 2026.
Shinhan Financial Group was a new Diversified Trust position in Q3 2026.
Shinhan Financial Group made up ﹤0.01% of Diversified Trust's portfolio in Q3 2026, its #961 holding.
155 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.