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

EverSource 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	$352K	Sell	5,566 -4,851	-47%	-$318K	0.01%	729
2026 Q1	$639K	Buy	10,417 +3,757	+56%	+$231K	0.02%	509
2025 Q4	$357K	Sell	6,660 -1,072	-14%	-$56.6K	0.01%	681
2025 Q3	$389K	Buy	7,732 +279	+4%	+$13.6K	0.02%	602
2025 Q2	$337K	Buy	7,453 +1,208	+19%	+$46K	0.02%	621
2025 Q1	$200K	Buy	6,245 +802	+15%	+$26.9K	0.01%	660
2024 Q4	$179K	Sell	5,443 -366	-6%	-$14.2K	0.01%	695
2024 Q3	$246K	Sell	5,809 -1,559	-21%	-$63.8K	0.02%	496
2024 Q2	$319K	Buy	7,368 +445	+6%	+$15K	0.02%	424
2024 Q1	$234K	Buy	6,923 +988	+17%	+$31.9K	0.02%	445
2023 Q4	$183K	Buy	5,935 +682	+13%	+$18.7K	0.02%	457
2023 Q3	$139K	Buy	5,253 +2,160	+70%	+$57.9K	0.01%	479
2023 Q2	$80.6K	Sell	3,093 -940	-23%	-$25K	0.01%	655
2023 Q1	$109K	Buy	4,033 +37	+0.9%	+$1.13K	0.01%	518
2022 Q4	$112K	Sell	3,996 -1,217	-23%	-$32.8K	0.02%	474
2022 Q3	$119K	Buy	5,213 +300	+6%	+$7.95K	0.03%	387
2022 Q2	$141K	Buy	4,913 +4,058	+475%	+$132K	0.04%	308
2022 Q1	$28K	Sell	855 -467	-35%	-$15.1K	0.01%	591
2021 Q4	$41K	Buy	+1,322	New	+$42.4K	0.01%	464

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

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

EverSource Wealth Advisors reduced its Shinhan Financial Group (SHG) stake by 47% in Q2 2026, selling an estimated $318K and leaving 5,566 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #729.

EverSource Wealth Advisors first reported a position in SHG in Q4 2021 and has held it in 19 quarters since. The position peaked at $639K in Q1 2026. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

EverSource Wealth Advisors held 5,566 shares of Shinhan Financial Group worth $352K as of Q2 2026.
EverSource Wealth Advisors sold 4,851 Shinhan Financial Group shares in Q2 2026, an estimated $318K.
Shinhan Financial Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #729 holding.
EverSource Wealth Advisors first reported a position in Shinhan Financial Group in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Shinhan Financial Group position peaked at $639K in Q1 2026.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.