HWP
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Highline Wealth Partners’s Shinhan Financial Group SHG Stock Holding History

Highline Wealth 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 		$13.8K Hold
218
– – ﹤0.01% 475
2026
Q1 		$13.4K Buy
218
+40
+22% +$2.45K ﹤0.01% 385
2025
Q4 		$9.55K Hold
178
– – ﹤0.01% 415
2025
Q3 		$8.97K Hold
178
– – ﹤0.01% 434
2025
Q2 		$8.04K Buy
178
+164
+1,171% +$6.25K ﹤0.01% 365
2025
Q1 		$449 Sell
14
-138
-91% -$4.63K ﹤0.01% 855
2024
Q4 		$5K Sell
152
-28
-16% -$1.08K ﹤0.01% 340
2024
Q3 		$7.63K Buy
180
+82
+84% +$3.36K ﹤0.01% 290
2024
Q2 		$3.41K Buy
+98
New +$3.29K ﹤0.01% 323

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

Highline Wealth Partners's SHG Position: Q2 2026 in Review

Highline Wealth Partners held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 218 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Highline Wealth Partners first reported a position in SHG in Q2 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Highline Wealth Partners held 218 shares of Shinhan Financial Group worth $13.8K as of Q2 2026.
  • Highline Wealth Partners left its Shinhan Financial Group share count unchanged in Q2 2026.
  • Shinhan Financial Group made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #475 holding.
  • Highline Wealth Partners first reported a position in Shinhan Financial Group in Q2 2024 and has held it in 9 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.