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IEQ Capital’s Shinhan Financial Group SHG Stock Holding History

IEQ 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
Q2 		$3.85M Buy
60,907
+15,549
+34% +$1.02M 0.02% 581
2026
Q1 		$2.78M Buy
45,358
+3,219
+8% +$198K 0.01% 660
2025
Q4 		$2.26M Buy
42,139
+7,960
+23% +$420K 0.01% 748
2025
Q3 		$1.72M Buy
34,179
+16,994
+99% +$831K 0.01% 812
2025
Q2 		$776K Buy
+17,185
New +$654K ﹤0.01% 950
2025
Q1 		– Sell
-6,252
Closed -$206K – 1719
2024
Q4 		$206K Sell
6,252
-972
-13% -$37.6K ﹤0.01% 1200
2024
Q3 		$306K Buy
7,224
+383
+6% +$15.7K ﹤0.01% 923
2024
Q2 		$238K Buy
6,841
+574
+9% +$19.3K ﹤0.01% 862
2024
Q1 		$222K Buy
+6,267
New +$203K ﹤0.01% 856

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

IEQ Capital's SHG Position: Q2 2026 in Review

IEQ Capital increased its Shinhan Financial Group (SHG) stake by 34% in Q2 2026, buying an estimated $1.02M and bringing the position to 60,907 shares worth $3.85M. The position accounts for 0.02% of the portfolio, ranked #581.

IEQ Capital first reported a position in SHG in Q1 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • IEQ Capital held 60,907 shares of Shinhan Financial Group worth $3.85M as of Q2 2026.
  • IEQ Capital bought 15,549 Shinhan Financial Group shares in Q2 2026, an estimated $1.02M.
  • Shinhan Financial Group made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #581 holding.
  • IEQ Capital first reported a position in Shinhan Financial Group in Q1 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 IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.