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Guggenheim Capital’s Shinhan Financial Group SHG Stock Holding History

Guggenheim Capital’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
Q1 		$488K Buy
+7,964
New +$489K ﹤0.01% 1211
2025
Q3 		– Sell
-17,131
Closed -$774K – 1656
2025
Q2 		$774K Sell
17,131
-2,063
-11% -$78.6K 0.01% 986
2025
Q1 		$616K Sell
19,194
-21,853
-53% -$733K 0.01% 1096
2024
Q4 		$1.35M Sell
41,047
-5,732
-12% -$222K 0.01% 783
2024
Q3 		$1.98M Sell
46,779
-2,889
-6% -$118K 0.01% 822
2024
Q2 		$1.73M Sell
49,668
-2,187
-4% -$73.5K 0.01% 869
2024
Q1 		$1.84M Buy
51,855
+147
+0.3% +$4.75K 0.01% 915
2023
Q4 		$1.59M Buy
51,708
+6,403
+14% +$176K 0.01% 943
2023
Q3 		$1.2M Buy
45,305
+9,870
+28% +$265K 0.01% 1023
2023
Q2 		$923K Buy
35,435
+13,421
+61% +$357K 0.01% 1201
2023
Q1 		$593K Sell
22,014
-550
-2% -$16.8K 0.01% 1422
2022
Q4 		$630K Sell
22,564
-266
-1% -$7.16K 0.01% 1388
2022
Q3 		$525K Buy
22,830
+748
+3% +$19.8K ﹤0.01% 1463
2022
Q2 		$631K Buy
22,082
+1,925
+10% +$62.5K 0.01% 1458
2022
Q1 		$674K Sell
20,157
-125
-0.6% -$4.04K ﹤0.01% 1553
2021
Q4 		$627K Sell
20,282
-2,043
-9% -$65.5K ﹤0.01% 1577
2021
Q3 		$752K Sell
22,325
-5,450
-20% -$182K ﹤0.01% 1564
2021
Q2 		$995K Buy
27,775
+2,191
+9% +$78.7K 0.01% 1496
2021
Q1 		$858K Buy
25,584
+1,386
+6% +$42K 0.01% 1470
2020
Q4 		$720K Buy
24,198
+2,279
+10% +$65.1K ﹤0.01% 1488
2020
Q3 		$503K Buy
21,919
+1,866
+9% +$47K ﹤0.01% 1446
2020
Q2 		$483K Buy
20,053
+3,952
+25% +$96.8K ﹤0.01% 1452
2020
Q1 		$376K Buy
16,101
+7,363
+84% +$218K ﹤0.01% 1465
2019
Q4 		$333K Buy
+8,738
New +$324K ﹤0.01% 1776
2018
Q2 		– Sell
-5,110
Closed -$217K – 2567
2018
Q1 		$217K Sell
5,110
-79
-2% -$3.58K ﹤0.01% 2602
2017
Q4 		$241K Sell
5,189
-818
-14% -$36.7K ﹤0.01% 2541
2017
Q3 		$266K Buy
+6,007
New +$273K ﹤0.01% 2570
2017
Q1 		– Sell
-10,658
Closed -$401K – 2922
2016
Q4 		$401K Sell
10,658
-5,453
-34% -$208K ﹤0.01% 2496
2016
Q3 		$587K Buy
16,111
+5,198
+48% +$185K ﹤0.01% 2325
2016
Q2 		$357K Sell
10,913
-8,789
-45% -$302K ﹤0.01% 2484
2016
Q1 		$694K Sell
19,702
-709
-3% -$23.2K ﹤0.01% 2233
2015
Q4 		$685K Buy
+20,411
New +$744K ﹤0.01% 2294
2015
Q3 		– Sell
-6,230
Closed -$231K – 3023
2015
Q2 		$231K Buy
+6,230
New +$241K ﹤0.01% 2783
2014
Q4 		– Sell
-21,666
Closed -$985K – 3093
2014
Q3 		$985K Buy
21,666
+10,554
+95% +$513K ﹤0.01% 2225
2014
Q2 		$510K Buy
+11,112
New +$496K ﹤0.01% 2588

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
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Guggenheim Capital's SHG Position: Q1 2026 in Review

Guggenheim Capital opened a new position in Shinhan Financial Group (SHG) in Q1 2026: 7,964 shares worth $488K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: Guggenheim Capital previously reported a position in SHG as recently as Q2 2025.

Guggenheim Capital first reported a position in SHG in Q2 2014 and has held it in 35 quarters since. The position peaked at $1.98M in Q3 2024. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Guggenheim Capital held 7,964 shares of Shinhan Financial Group worth $488K as of Q1 2026.
  • Shinhan Financial Group was a new Guggenheim Capital position in Q1 2026.
  • Shinhan Financial Group made up ﹤0.01% of Guggenheim Capital's portfolio in Q1 2026, its #1211 holding.
  • Guggenheim Capital first reported a position in Shinhan Financial Group in Q2 2014 and has held it in 35 quarters since.
  • Guggenheim Capital's Shinhan Financial Group position peaked at $1.98M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.