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Integrated Wealth Concepts’s Shinhan Financial Group SHG Stock Holding History

Integrated Wealth Concepts’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 		$630K Buy
9,965
+1,242
+14% +$81.5K ﹤0.01% 1518
2026
Q1 		$535K Buy
8,723
+1,048
+14% +$64.3K ﹤0.01% 1503
2025
Q4 		$412K Buy
7,675
+667
+10% +$35.2K ﹤0.01% 1174
2025
Q3 		$353K Buy
7,008
+131
+2% +$6.41K ﹤0.01% 1544
2025
Q2 		$311K Buy
+6,877
New +$262K ﹤0.01% 1531

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

Integrated Wealth Concepts's SHG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Shinhan Financial Group (SHG) stake by 14% in Q2 2026, buying an estimated $81.5K and bringing the position to 9,965 shares worth $630K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Integrated Wealth Concepts first reported a position in SHG in Q2 2025 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Integrated Wealth Concepts held 9,965 shares of Shinhan Financial Group worth $630K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,242 Shinhan Financial Group shares in Q2 2026, an estimated $81.5K.
  • Shinhan Financial Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1518 holding.
  • Integrated Wealth Concepts first reported a position in Shinhan Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.