GC Wealth Management RIA’s Shinhan Financial Group SHG Stock Holding History

GC Wealth Management RIA’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	–	Sell	-6,160	Closed	-$378K	–	534
2026 Q1	$378K	Sell	6,160 -989	-14%	-$60.7K	0.02%	397
2025 Q4	$383K	Buy	7,149 +1,966	+38%	+$104K	0.01%	411
2025 Q3	$261K	Sell	5,183 -3	-0.1%	-$147	0.01%	745
2025 Q2	$234K	Buy	+5,186	New	+$198K	0.02%	486

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

GC Wealth Management RIA's SHG Position: Q2 2026 in Review

GC Wealth Management RIA sold out of Shinhan Financial Group (SHG) in Q2 2026, closing a stake of 6,160 shares — an estimated $378K sold.

GC Wealth Management RIA first reported a position in SHG in Q2 2025 and held it in 4 quarters. The position peaked at $383K in Q4 2025. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

GC Wealth Management RIA reported no remaining Shinhan Financial Group position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 6,160 Shinhan Financial Group shares in Q2 2026, an estimated $378K.
GC Wealth Management RIA first reported a position in Shinhan Financial Group in Q2 2025 and held it in 4 quarters.
GC Wealth Management RIA's Shinhan Financial Group position peaked at $383K in Q4 2025.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.