GM
SHG icon

GeoWealth Management’s Shinhan Financial Group SHG Stock Holding History

GeoWealth Management’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
-7,926
Closed -$486K – 941
2026
Q1 		$486K Sell
7,926
-658
-8% -$40.4K 0.02% 478
2025
Q4 		$460K Buy
8,584
+2,002
+30% +$106K 0.02% 462
2025
Q3 		$332K Buy
6,582
+66
+1% +$3.23K 0.01% 557
2025
Q2 		$294K Buy
+6,516
New +$248K 0.01% 546
2024
Q4 		– Sell
-1,981
Closed -$83.9K – 1874
2024
Q3 		$83.9K Buy
+1,981
New +$81.1K ﹤0.01% 934

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

GeoWealth Management's SHG Position: Q2 2026 in Review

GeoWealth Management sold out of Shinhan Financial Group (SHG) in Q2 2026, closing a stake of 7,926 shares — an estimated $486K sold.

GeoWealth Management first reported a position in SHG in Q3 2024 and held it in 5 quarters. The position peaked at $486K in Q1 2026. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • GeoWealth Management reported no remaining Shinhan Financial Group position as of Q2 2026 after selling out during the quarter.
  • GeoWealth Management sold 7,926 Shinhan Financial Group shares in Q2 2026, an estimated $486K.
  • GeoWealth Management first reported a position in Shinhan Financial Group in Q3 2024 and held it in 5 quarters.
  • GeoWealth Management's Shinhan Financial Group position peaked at $486K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.