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Farther Finance Advisors’s Shinhan Financial Group SHG Stock Holding History

Farther Finance 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 		$338K Buy
5,344
+465
+10% +$30.5K ﹤0.01% 1864
2026
Q1 		$305K Buy
4,879
+222
+5% +$13.6K ﹤0.01% 1723
2025
Q4 		$250K Buy
4,657
+2,402
+107% +$127K ﹤0.01% 1771
2025
Q3 		$114K Buy
2,255
+347
+18% +$17K ﹤0.01% 1963
2025
Q2 		$86.2K Buy
1,908
+1,348
+241% +$51.3K ﹤0.01% 1835
2025
Q1 		$18.2K Sell
560
-28
-5% -$939 ﹤0.01% 2427
2024
Q4 		$19.3K Sell
588
-67
-10% -$2.59K ﹤0.01% 2091
2024
Q3 		$27.8K Sell
655
-82
-11% -$3.36K ﹤0.01% 1936
2024
Q2 		$25.5K Buy
737
+117
+19% +$3.93K ﹤0.01% 1698
2024
Q1 		$20.9K Sell
620
-503
-45% -$16.3K ﹤0.01% 1477
2023
Q4 		$34.6K Buy
1,123
+737
+191% +$20.3K ﹤0.01% 1161
2023
Q3 		$10.2K Buy
+386
New +$10.4K ﹤0.01% 1285

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Farther Finance Advisors's SHG Position: Q2 2026 in Review

Farther Finance Advisors increased its Shinhan Financial Group (SHG) stake by 9.5% in Q2 2026, buying an estimated $30.5K and bringing the position to 5,344 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Farther Finance Advisors first reported a position in SHG in Q3 2023 and has held it in 12 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Farther Finance Advisors held 5,344 shares of Shinhan Financial Group worth $338K as of Q2 2026.
  • Farther Finance Advisors bought 465 Shinhan Financial Group shares in Q2 2026, an estimated $30.5K.
  • Shinhan Financial Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1864 holding.
  • Farther Finance Advisors first reported a position in Shinhan Financial Group in Q3 2023 and has held it in 12 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.