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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
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 $6.73T 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

D'Orazio & Associates's SHG Position: Q2 2026 in Review

D'Orazio & Associates increased its Shinhan Financial Group (SHG) stake by 4.8% in Q2 2026, buying an estimated $14.4K and bringing the position to 4,822 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #218.

D'Orazio & Associates first reported a position in SHG in Q3 2021 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • D'Orazio & Associates held 4,822 shares of Shinhan Financial Group worth $305K as of Q2 2026.
  • D'Orazio & Associates bought 219 Shinhan Financial Group shares in Q2 2026, an estimated $14.4K.
  • Shinhan Financial Group made up 0.04% of D'Orazio & Associates's portfolio in Q2 2026, its #218 holding.
  • D'Orazio & Associates first reported a position in Shinhan Financial Group in Q3 2021 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.