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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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. 49 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.
  • 49 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.