EWM
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Empirical Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Empirical 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 		$605K Buy
9,563
+2,251
+31% +$148K 0.01% 603
2026
Q1 		$448K Buy
7,312
+1,076
+17% +$66K 0.01% 616
2025
Q4 		$334K Buy
+6,236
New +$329K 0.01% 657

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Empirical Wealth Management increased its Shinhan Financial Group (SHG) stake by 31% in Q2 2026, buying an estimated $148K and bringing the position to 9,563 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #603.

Empirical Wealth Management first reported a position in SHG in Q4 2025 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Empirical Wealth Management held 9,563 shares of Shinhan Financial Group worth $605K as of Q2 2026.
  • Empirical Wealth Management bought 2,251 Shinhan Financial Group shares in Q2 2026, an estimated $148K.
  • Shinhan Financial Group made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Empirical Wealth Management first reported a position in Shinhan Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.