D'Orazio & Associates
SHG icon

D'Orazio & Associates’s Shinhan Financial Group SHG Stock Holding History

D'Orazio & Associates’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 		$406K Buy
5,230
+408
+8% +$30.9K 0.05% 168
2026
Q2 		$305K Buy
4,822
+219
+5% +$14.4K 0.04% 218
2026
Q1 		$282K Buy
4,603
+74
+2% +$4.54K 0.04% 209
2025
Q4 		$243K Buy
4,529
+86
+2% +$4.54K 0.03% 232
2025
Q3 		$224K Buy
4,443
+1
+0% +$49 0.03% 234
2025
Q2 		$201K Buy
+4,442
New +$169K 0.03% 259
2021
Q4 		– Sell
-1,005
Closed -$34K – 596
2021
Q3 		$34K Buy
+1,005
New +$33.6K 0.01% 264

Other funds holding SHG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

D'Orazio & Associates's SHG Position: Q3 2026 in Review

D'Orazio & Associates increased its Shinhan Financial Group (SHG) stake by 8.5% in Q3 2026, buying an estimated $30.9K and bringing the position to 5,230 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #168.

D'Orazio & Associates first reported a position in SHG in Q3 2021 and has held it in 7 quarters since. 247 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • D'Orazio & Associates held 5,230 shares of Shinhan Financial Group worth $406K as of Q3 2026.
  • D'Orazio & Associates bought 408 Shinhan Financial Group shares in Q3 2026, an estimated $30.9K.
  • Shinhan Financial Group made up 0.05% of D'Orazio & Associates's portfolio in Q3 2026, its #168 holding.
  • D'Orazio & Associates first reported a position in Shinhan Financial Group in Q3 2021 and has held it in 7 quarters since.
  • 247 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on D'Orazio & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.