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HM Payson & Co’s Shinhan Financial Group SHG Stock Holding History

HM Payson & Co’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 		$55.8K Buy
882
+442
+100% +$29K ﹤0.01% 683
2026
Q1 		$27K Hold
440
– – ﹤0.01% 804
2025
Q4 		$23.6K Hold
440
– – ﹤0.01% 812
2025
Q3 		$22.2K Buy
+440
New +$21.5K ﹤0.01% 823

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

HM Payson & Co's SHG Position: Q2 2026 in Review

HM Payson & Co increased its Shinhan Financial Group (SHG) stake by 100% in Q2 2026, buying an estimated $29K and bringing the position to 882 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

HM Payson & Co first reported a position in SHG in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • HM Payson & Co held 882 shares of Shinhan Financial Group worth $55.8K as of Q2 2026.
  • HM Payson & Co bought 442 Shinhan Financial Group shares in Q2 2026, an estimated $29K.
  • Shinhan Financial Group made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #683 holding.
  • HM Payson & Co first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.