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Gitterman Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Gitterman Wealth 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
2025
Q3 		$211K Buy
4,181
+346
+9% +$16.9K 0.05% 123
2025
Q2 		$173K Buy
+3,835
New +$146K 0.04% 171

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Gitterman Wealth Management's SHG Position: Q3 2025 in Review

Gitterman Wealth Management increased its Shinhan Financial Group (SHG) stake by 9% in Q3 2025, buying an estimated $16.9K and bringing the position to 4,181 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #123.

Gitterman Wealth Management first reported a position in SHG in Q2 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

  • Gitterman Wealth Management held 4,181 shares of Shinhan Financial Group worth $211K as of Q3 2025.
  • Gitterman Wealth Management bought 346 Shinhan Financial Group shares in Q3 2025, an estimated $16.9K.
  • Shinhan Financial Group made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #123 holding.
  • Gitterman Wealth Management first reported a position in Shinhan Financial Group in Q2 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.