Dynamic Advisor Solutions’s Shinhan Financial Group SHG Stock Holding History

Dynamic Advisor Solutions’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	$210K	Buy	+3,316	New	+$218K	0.01%	986

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Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return