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

Drive 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 		$306K Buy
4,833
+213
+5% +$14K 0.05% 306
2026
Q1 		$286K Sell
4,620
-22
-0.5% -$1.35K 0.06% 265
2025
Q4 		$249K Buy
4,642
+149
+3% +$7.86K 0.05% 302
2025
Q3 		$226K Buy
4,493
+40
+0.9% +$1.96K 0.05% 306
2025
Q2 		$201K Buy
+4,453
New +$170K 0.04% 322
2024
Q4 		– Sell
-5,137
Closed -$218K – 376
2024
Q3 		$218K Buy
+5,137
New +$210K 0.06% 274

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

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

Drive Wealth Management increased its Shinhan Financial Group (SHG) stake by 4.6% in Q2 2026, buying an estimated $14K and bringing the position to 4,833 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #306.

Drive Wealth Management first reported a position in SHG in Q3 2024 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Drive Wealth Management held 4,833 shares of Shinhan Financial Group worth $306K as of Q2 2026.
  • Drive Wealth Management bought 213 Shinhan Financial Group shares in Q2 2026, an estimated $14K.
  • Shinhan Financial Group made up 0.05% of Drive Wealth Management's portfolio in Q2 2026, its #306 holding.
  • Drive Wealth Management first reported a position in Shinhan Financial Group in Q3 2024 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 Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.