EI
SHG icon

Ethic Inc’s Shinhan Financial Group SHG Stock Holding History

Ethic Inc’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 		$3M Buy
47,361
+10,611
+29% +$696K 0.04% 405
2026
Q1 		$2.25M Buy
36,750
+4,391
+14% +$269K 0.04% 432
2025
Q4 		$1.74M Buy
32,359
+931
+3% +$49.1K 0.03% 496
2025
Q3 		$1.58M Buy
31,428
+1,589
+5% +$77.7K 0.03% 509
2025
Q2 		$1.32M Sell
29,839
-27,657
-48% -$1.05M 0.02% 537
2025
Q1 		$1.87M Sell
57,496
-13,072
-19% -$438K 0.04% 430
2024
Q4 		$2.32M Sell
70,568
-17,654
-20% -$683K 0.05% 382
2024
Q3 		$3.15M Sell
88,222
-4,239
-5% -$174K 0.08% 281
2024
Q2 		$3.22M Buy
92,461
+2,910
+3% +$97.8K 0.08% 274
2024
Q1 		$3.18M Sell
89,551
-10,197
-10% -$330K 0.08% 280
2023
Q4 		$3.07M Sell
99,748
-6,042
-6% -$166K 0.09% 260
2023
Q3 		$2.8M Buy
105,790
+10,861
+11% +$291K 0.1% 252
2023
Q2 		$2.47M Sell
94,929
-7,889
-8% -$210K 0.09% 257
2023
Q1 		$2.77M Sell
102,818
-4,945
-5% -$151K 0.11% 226
2022
Q4 		$3.01M Buy
107,763
+17,811
+20% +$480K 0.16% 169
2022
Q3 		$2.07M Buy
89,952
+4,796
+6% +$127K 0.14% 181
2022
Q2 		$2.43M Buy
85,156
+1,439
+2% +$46.8K 0.17% 150
2022
Q1 		$2.8M Buy
83,717
+23,203
+38% +$750K 0.19% 129
2021
Q4 		$1.87M Buy
60,514
+19,213
+47% +$616K 0.14% 176
2021
Q3 		$1.39M Buy
41,301
+17,548
+74% +$587K 0.14% 179
2021
Q2 		$852K Buy
23,753
+5,064
+27% +$182K 0.1% 238
2021
Q1 		$627K Buy
18,689
+2,266
+14% +$68.6K 0.11% 234
2020
Q4 		$489K Buy
16,423
+2,753
+20% +$78.6K 0.13% 210
2020
Q3 		$314K Buy
13,670
+2,911
+27% +$73.3K 0.12% 214
2020
Q2 		$259K Buy
+10,759
New +$263K 0.15% 197

Other funds holding SHG

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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Ethic Inc's SHG Position: Q2 2026 in Review

Ethic Inc increased its Shinhan Financial Group (SHG) stake by 29% in Q2 2026, buying an estimated $696K and bringing the position to 47,361 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #405.

Ethic Inc first reported a position in SHG in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.22M in Q2 2024. 85 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Ethic Inc held 47,361 shares of Shinhan Financial Group worth $3M as of Q2 2026.
  • Ethic Inc bought 10,611 Shinhan Financial Group shares in Q2 2026, an estimated $696K.
  • Shinhan Financial Group made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #405 holding.
  • Ethic Inc first reported a position in Shinhan Financial Group in Q2 2020 and has held it in 25 quarters since.
  • Ethic Inc's Shinhan Financial Group position peaked at $3.22M in Q2 2024.
  • 85 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.