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IFP Advisors’s Shinhan Financial Group SHG Stock Holding History

IFP Advisors’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 		$3.79K Buy
60
+24
+67% +$1.57K ﹤0.01% 3936
2026
Q1 		$2.21K Buy
36
+23
+177% +$1.41K ﹤0.01% 3923
2025
Q4 		$697 Sell
13
-8
-38% -$422 ﹤0.01% 4187
2025
Q3 		$1.06K Sell
21
-6
-22% -$293 ﹤0.01% 3944
2025
Q2 		$1.22K Sell
27
-48
-64% -$1.83K ﹤0.01% 4142
2025
Q1 		$2.41K Buy
75
+27
+56% +$905 ﹤0.01% 3086
2024
Q4 		$1.58K Hold
48
– – ﹤0.01% 3173
2024
Q3 		$2.03K Hold
48
– – ﹤0.01% 2911
2024
Q2 		$1.67K Buy
48
+2
+4% +$67 ﹤0.01% 2852
2024
Q1 		$1.63K Buy
+46
New +$1.49K ﹤0.01% 2749
2023
Q1 		– Sell
-41
Closed -$2K – 4274
2022
Q4 		$2K Buy
+41
New +$1.1K ﹤0.01% 4209
2018
Q4 		– Sell
-303
Closed -$12K – 3829
2018
Q3 		$12K Buy
303
+23
+8% +$888 ﹤0.01% 2756
2018
Q2 		$11K Sell
280
-266
-49% -$11.4K ﹤0.01% 2846
2018
Q1 		$25K Hold
546
– – ﹤0.01% 2251
2017
Q4 		$25K Sell
546
-25
-4% -$1.12K ﹤0.01% 2281
2017
Q3 		$25K Sell
571
-9
-2% -$409 ﹤0.01% 2459
2017
Q2 		$25K Buy
580
+285
+97% +$12.3K ﹤0.01% 2452
2017
Q1 		$12K Hold
295
– – ﹤0.01% 2826
2016
Q4 		$11K Sell
295
-25
-8% -$953 ﹤0.01% 2852
2016
Q3 		$12K Buy
+320
New +$11.4K ﹤0.01% 2724

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

IFP Advisors's SHG Position: Q2 2026 in Review

IFP Advisors increased its Shinhan Financial Group (SHG) stake by 67% in Q2 2026, buying an estimated $1.57K and bringing the position to 60 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #3936.

IFP Advisors first reported a position in SHG in Q3 2016 and has held it in 20 quarters since. The position peaked at $25K in Q1 2018. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • IFP Advisors held 60 shares of Shinhan Financial Group worth $3.79K as of Q2 2026.
  • IFP Advisors bought 24 Shinhan Financial Group shares in Q2 2026, an estimated $1.57K.
  • Shinhan Financial Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3936 holding.
  • IFP Advisors first reported a position in Shinhan Financial Group in Q3 2016 and has held it in 20 quarters since.
  • IFP Advisors's Shinhan Financial Group position peaked at $25K in Q1 2018.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.