Gleason Group’s Shinhan Financial Group SHG Stock Holding History

Gleason 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	$6.52K	Hold	84	–	–	﹤0.01%	264
2026 Q2	$5.31K	Buy	+84	New	+$5.51K	﹤0.01%	316

Other funds holding SHG

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

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

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

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

Gleason Group's SHG Position: Q3 2026 in Review

Gleason Group held its Shinhan Financial Group (SHG) position steady in Q3 2026 at 84 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Gleason Group first reported a position in SHG in Q2 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

Gleason Group held 84 shares of Shinhan Financial Group worth $6.52K as of Q3 2026.
Gleason Group left its Shinhan Financial Group share count unchanged in Q3 2026.
Shinhan Financial Group made up ﹤0.01% of Gleason Group's portfolio in Q3 2026, its #264 holding.
Gleason Group first reported a position in Shinhan Financial Group in Q2 2026 and has held it in 2 quarters since.
57 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.