Dynamic Advisor Solutions
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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
Q3 		$280K Buy
3,606
+290
+9% +$21.9K 0.01% 854
2026
Q2 		$210K Buy
+3,316
New +$218K 0.01% 986

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PAW
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IRP
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Aaron Wealth Advisors
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Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MA
MW Advisory Atlanta, Georgia $252M AUM
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Dynamic Advisor Solutions's SHG Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Shinhan Financial Group (SHG) stake by 8.7% in Q3 2026, buying an estimated $21.9K and bringing the position to 3,606 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #854.

Dynamic Advisor Solutions first reported a position in SHG in Q2 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Dynamic Advisor Solutions held 3,606 shares of Shinhan Financial Group worth $280K as of Q3 2026.
  • Dynamic Advisor Solutions bought 290 Shinhan Financial Group shares in Q3 2026, an estimated $21.9K.
  • Shinhan Financial Group made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #854 holding.
  • Dynamic Advisor Solutions first reported a position in Shinhan Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.