DWM
SHG icon

Dogwood Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Dogwood Wealth 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 		$2.28K Hold
36
– – ﹤0.01% 645
2026
Q1 		$2.21K Buy
+36
New +$2.21K ﹤0.01% 626

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

Dogwood Wealth Management's SHG Position: Q2 2026 in Review

Dogwood Wealth Management held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 36 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Dogwood Wealth Management first reported a position in SHG in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Dogwood Wealth Management held 36 shares of Shinhan Financial Group worth $2.28K as of Q2 2026.
  • Dogwood Wealth Management left its Shinhan Financial Group share count unchanged in Q2 2026.
  • Shinhan Financial Group made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #645 holding.
  • Dogwood Wealth Management first reported a position in Shinhan Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.