Frank Rimerman Advisors
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Frank Rimerman Advisors’s Shinhan Financial Group SHG Stock Holding History

Frank Rimerman 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
Q3 		$3.19M Sell
41,102
-4,939
-11% -$374K 0.18% 91
2026
Q2 		$2.91M Buy
46,041
+16,556
+56% +$1.09M 0.16% 103
2026
Q1 		$1.81M Buy
29,485
+5,273
+22% +$324K 0.12% 140
2025
Q4 		$1.3M Buy
24,212
+11,858
+96% +$626K 0.08% 186
2025
Q3 		$622K Buy
12,354
+890
+8% +$43.5K 0.04% 316
2025
Q2 		$518K Buy
+11,464
New +$437K 0.03% 341

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Frank Rimerman Advisors's SHG Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Shinhan Financial Group (SHG) stake by 11% in Q3 2026, selling an estimated $374K and leaving 41,102 shares worth $3.19M. The position accounts for 0.18% of the portfolio, ranked #91.

Frank Rimerman Advisors first reported a position in SHG in Q2 2025 and has held it in 6 quarters since. 174 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Frank Rimerman Advisors held 41,102 shares of Shinhan Financial Group worth $3.19M as of Q3 2026.
  • Frank Rimerman Advisors sold 4,939 Shinhan Financial Group shares in Q3 2026, an estimated $374K.
  • Shinhan Financial Group made up 0.18% of Frank Rimerman Advisors's portfolio in Q3 2026, its #91 holding.
  • Frank Rimerman Advisors first reported a position in Shinhan Financial Group in Q2 2025 and has held it in 6 quarters since.
  • 174 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.