GRP
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Global Retirement Partners’s Shinhan Financial Group SHG Stock Holding History

Global Retirement Partners’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 		$762K Buy
+12,040
New +$790K 0.01% 847
2025
Q4 		$654K Buy
12,193
+4,186
+52% +$221K 0.01% 825
2025
Q3 		$403K Sell
8,007
-611
-7% -$29.9K 0.01% 846
2025
Q2 		$389K Buy
+8,618
New +$328K 0.01% 816
2024
Q4 		$5.85K Sell
178
-2
-1% -$77 ﹤0.01% 2621
2024
Q3 		$7.63K Hold
180
– – ﹤0.01% 2395
2024
Q2 		$6.27K Buy
180
+29
+19% +$975 ﹤0.01% 2508
2024
Q1 		$5.36K Hold
151
– – ﹤0.01% 2366
2023
Q4 		$4.18K Sell
151
-262
-63% -$7.2K ﹤0.01% 2400
2023
Q3 		$10.6K Hold
413
– – ﹤0.01% 1931
2023
Q2 		$10.8K Hold
413
– – ﹤0.01% 1936
2023
Q1 		$10.7K Sell
413
-20
-5% -$610 ﹤0.01% 1896
2022
Q4 		$12.1K Sell
433
-63
-13% -$1.7K ﹤0.01% 1702
2022
Q3 		$13K Buy
496
+142
+40% +$3.76K ﹤0.01% 1589
2022
Q2 		$10K Sell
354
-14
-4% -$455 ﹤0.01% 1646
2022
Q1 		$12K Buy
+368
New +$11.9K ﹤0.01% 1557
2021
Q4 		– Sell
-235
Closed -$8K – 1519
2021
Q3 		$8K Sell
235
-23
-9% -$769 ﹤0.01% 1498
2021
Q2 		$9K Buy
258
+224
+659% +$8.04K ﹤0.01% 1410
2021
Q1 		$1K Buy
+34
New +$1.03K ﹤0.01% 1739

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

Global Retirement Partners's SHG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 12,040 shares worth $762K. The stake represents 0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SHG as recently as Q4 2025.

Global Retirement Partners first reported a position in SHG in Q1 2021 and has held it in 19 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Global Retirement Partners held 12,040 shares of Shinhan Financial Group worth $762K as of Q2 2026.
  • Shinhan Financial Group was a new Global Retirement Partners position in Q2 2026.
  • Shinhan Financial Group made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #847 holding.
  • Global Retirement Partners first reported a position in Shinhan Financial Group in Q1 2021 and has held it in 19 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.