Evergreen Capital Management’s Shinhan Financial Group SHG Stock Holding History

Evergreen Capital 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	$477K	Buy	7,542 +712	+10%	+$46.7K	0.01%	930
2026 Q1	$419K	Buy	6,830 +61	+0.9%	+$3.74K	0.01%	907
2025 Q4	$363K	Hold	6,769	–	–	0.01%	923
2025 Q3	$341K	Hold	6,769	–	–	0.01%	882
2025 Q2	$306K	Buy	+6,769	New	+$258K	0.01%	790
2022 Q2	–	Sell	-9,289	Closed	-$311K	–	668
2022 Q1	$311K	Buy	9,289 +1,788	+24%	+$57.8K	0.01%	474
2021 Q4	$232K	Buy	+7,501	New	+$241K	0.01%	555
2021 Q3	–	Sell	-5,572	Closed	-$200K	–	592
2021 Q2	$200K	Buy	+5,572	New	+$200K	0.01%	503
2019 Q3	–	Sell	-7,011	Closed	-$273K	–	468
2019 Q2	$273K	Buy	7,011 +68	+1%	+$2.63K	0.03%	329
2019 Q1	$258K	Buy	+6,943	New	+$261K	0.03%	316

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

Evergreen Capital Management's SHG Position: Q2 2026 in Review

Evergreen Capital Management increased its Shinhan Financial Group (SHG) stake by 10% in Q2 2026, buying an estimated $46.7K and bringing the position to 7,542 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #930.

Evergreen Capital Management first reported a position in SHG in Q1 2019 and has held it in 10 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Evergreen Capital Management held 7,542 shares of Shinhan Financial Group worth $477K as of Q2 2026.
Evergreen Capital Management bought 712 Shinhan Financial Group shares in Q2 2026, an estimated $46.7K.
Shinhan Financial Group made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #930 holding.
Evergreen Capital Management first reported a position in Shinhan Financial Group in Q1 2019 and has held it in 10 quarters since.
302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.