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
Q2 		$23.3K Buy
+368
New +$24.1K 0.01% 536

Other funds holding SHG

EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Elevation Wealth Partners's SHG Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 368 shares worth $23.3K. The stake represents 0.01% of the portfolio and ranks #536 among its holdings.

85 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Elevation Wealth Partners held 368 shares of Shinhan Financial Group worth $23.3K as of Q2 2026.
  • Shinhan Financial Group was a new Elevation Wealth Partners position in Q2 2026.
  • Shinhan Financial Group made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #536 holding.
  • 85 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.