Foster Group’s Shinhan Financial Group SHG Stock Holding History

Foster Group’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 Q3	$476K	Sell	6,124 -4	-0.1%	-$303	0.01%	186
2026 Q2	$388K	Buy	6,128 +1,226	+25%	+$80.4K	0.01%	212
2026 Q1	$301K	Buy	4,902 +346	+8%	+$21.2K	0.01%	214
2025 Q4	$244K	Buy	4,556 +107	+2%	+$5.64K	0.01%	250
2025 Q3	$224K	Hold	4,449	–	–	0.01%	247
2025 Q2	$201K	Buy	+4,449	New	+$169K	0.01%	252

Other funds holding SHG

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MW Advisory Atlanta, Georgia $252M AUM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Foster Group's SHG Position: Q3 2026 in Review

Foster Group reduced its Shinhan Financial Group (SHG) stake by 0.07% in Q3 2026, selling an estimated $303 and leaving 6,124 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #186.

Foster Group first reported a position in SHG in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

Foster Group held 6,124 shares of Shinhan Financial Group worth $476K as of Q3 2026.
Foster Group sold 4 Shinhan Financial Group shares in Q3 2026, an estimated $303.
Shinhan Financial Group made up 0.01% of Foster Group's portfolio in Q3 2026, its #186 holding.
Foster Group first reported a position in Shinhan Financial Group in Q2 2025 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.