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Golden State Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Golden State 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
Q4 		– Sell
-42
Closed -$2.12K – 1748
2025
Q3 		$2.12K Hold
42
– – ﹤0.01% 1385
2025
Q2 		$1.9K Buy
+42
New +$1.6K ﹤0.01% 1363

Other funds holding SHG

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LCAM
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden State Wealth Management's SHG Position: Q4 2025 in Review

Golden State Wealth Management sold out of Shinhan Financial Group (SHG) in Q4 2025, closing a stake of 42 shares — an estimated $2.12K sold.

Golden State Wealth Management first reported a position in SHG in Q2 2025 and held it in 2 quarters. The position peaked at $2.12K in Q3 2025. 272 funds tracked by Wall St. Rank hold SHG as of Q4 2025.

  • Golden State Wealth Management reported no remaining Shinhan Financial Group position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 42 Shinhan Financial Group shares in Q4 2025, an estimated $2.12K.
  • Golden State Wealth Management first reported a position in Shinhan Financial Group in Q2 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Shinhan Financial Group position peaked at $2.12K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.