EP Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

EP Wealth Advisors’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	$359K	Buy	+5,677	New	+$372K	﹤0.01%	1191

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

EP Wealth Advisors's SHG Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 5,677 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #1191 among its holdings.

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

EP Wealth Advisors held 5,677 shares of Shinhan Financial Group worth $359K as of Q2 2026.
Shinhan Financial Group was a new EP Wealth Advisors position in Q2 2026.
Shinhan Financial Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1191 holding.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.