EWP
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Elevation Wealth Partners’s Shinhan Financial Group SHG Stock Holding History

Elevation Wealth Partners’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 		$28.6K Hold
368
– – 0.01% 559
2026
Q2 		$23.3K Buy
+368
New +$24.1K 0.01% 536

Other funds holding SHG

PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Elevation Wealth Partners's SHG Position: Q3 2026 in Review

Elevation Wealth Partners held its Shinhan Financial Group (SHG) position steady in Q3 2026 at 368 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #559.

Elevation Wealth Partners first reported a position in SHG in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Elevation Wealth Partners held 368 shares of Shinhan Financial Group worth $28.6K as of Q3 2026.
  • Elevation Wealth Partners left its Shinhan Financial Group share count unchanged in Q3 2026.
  • Shinhan Financial Group made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #559 holding.
  • Elevation Wealth Partners first reported a position in Shinhan Financial Group in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.