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Financial Management Professionals’s Shinhan Financial Group SHG Stock Holding History

Financial Management Professionals’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 		$1.39K Hold
22
– – ﹤0.01% 831
2026
Q1 		$1.36K Hold
22
– – ﹤0.01% 776
2025
Q4 		$1.18K Hold
22
– – ﹤0.01% 781
2025
Q3 		$1.11K Hold
22
– – ﹤0.01% 772
2025
Q2 		$994 Hold
22
– – ﹤0.01% 830
2025
Q1 		$706 Sell
22
-11
-33% -$369 ﹤0.01% 854
2024
Q4 		$1.08K Sell
33
-2
-6% -$77 ﹤0.01% 799
2024
Q3 		$1K Hold
35
– – ﹤0.01% 882
2024
Q2 		$1K Hold
35
– – ﹤0.01% 843
2024
Q1 		$1K Hold
35
– – ﹤0.01% 899
2023
Q4 		$1K Sell
35
-1,015
-97% -$27.9K ﹤0.01% 885
2023
Q3 		$28K Buy
1,050
+1,015
+2,900% +$27.2K ﹤0.01% 331
2023
Q2 		$1K Hold
35
– – ﹤0.01% 874
2023
Q1 		$1K Hold
35
– – ﹤0.01% 938
2022
Q4 		$1K Sell
35
-46
-57% -$1.24K ﹤0.01% 862
2022
Q3 		$2K Buy
81
+44
+119% +$1.17K ﹤0.01% 769
2022
Q2 		$1K Hold
37
– – ﹤0.01% 879
2022
Q1 		$1K Hold
37
– – ﹤0.01% 950
2021
Q4 		$1K Hold
37
– – ﹤0.01% 889
2021
Q3 		$1K Sell
37
-2
-5% -$67 ﹤0.01% 876
2021
Q2 		$1K Sell
39
-592
-94% -$21.3K ﹤0.01% 831
2021
Q1 		$21K Hold
631
– – 0.01% 272
2020
Q4 		$19K Buy
+631
New +$18K 0.01% 274

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

Financial Management Professionals's SHG Position: Q2 2026 in Review

Financial Management Professionals held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 22 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Financial Management Professionals first reported a position in SHG in Q4 2020 and has held it in 23 quarters since. The position peaked at $28K in Q3 2023. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Financial Management Professionals held 22 shares of Shinhan Financial Group worth $1.39K as of Q2 2026.
  • Financial Management Professionals left its Shinhan Financial Group share count unchanged in Q2 2026.
  • Shinhan Financial Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #831 holding.
  • Financial Management Professionals first reported a position in Shinhan Financial Group in Q4 2020 and has held it in 23 quarters since.
  • Financial Management Professionals's Shinhan Financial Group position peaked at $28K in Q3 2023.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.