Insigneo Advisory Services’s Shinhan Financial Group SHG Stock Holding History

Insigneo Advisory Services’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
2025 Q2	–	Sell	-11,638	Closed	-$373K	–	695
2025 Q1	$373K	Sell	11,638 -10	-0.1%	-$335	0.04%	368
2024 Q4	$383K	Buy	11,648 +6	+0.1%	+$232	0.04%	354
2024 Q3	$493K	Buy	11,642 +4	+0%	+$164	0.05%	317
2024 Q2	$460K	Buy	11,638 +23	+0.2%	+$773	0.05%	312
2024 Q1	$417K	Buy	11,615 +17	+0.1%	+$550	0.05%	302
2023 Q4	$357K	Buy	11,598 +2	+0%	+$55	0.05%	298
2023 Q3	$307K	Sell	11,596 -8	-0.1%	-$215	0.06%	282
2023 Q2	$302K	Buy	+11,604	New	+$309K	0.06%	281

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Insigneo Advisory Services's SHG Position: Q2 2025 in Review

Insigneo Advisory Services sold out of Shinhan Financial Group (SHG) in Q2 2025, closing a stake of 11,638 shares — an estimated $373K sold.

Insigneo Advisory Services first reported a position in SHG in Q2 2023 and held it in 8 quarters. The position peaked at $493K in Q3 2024. 233 funds tracked by Wall St. Rank hold SHG as of Q2 2025.

Insigneo Advisory Services reported no remaining Shinhan Financial Group position as of Q2 2025 after selling out during the quarter.
Insigneo Advisory Services sold 11,638 Shinhan Financial Group shares in Q2 2025, an estimated $373K.
Insigneo Advisory Services first reported a position in Shinhan Financial Group in Q2 2023 and held it in 8 quarters.
Insigneo Advisory Services's Shinhan Financial Group position peaked at $493K in Q3 2024.
233 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2025.

Based on Insigneo Advisory Services's 13F filing for Q2 2025, filed 12 Aug 2025.