IRP
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Investment Research Partners’s Shinhan Financial Group SHG Stock Holding History

Investment Research Partners’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 		$943K Buy
14,910
+439
+3% +$28.8K 0.32% 75
2026
Q1 		$887K Buy
14,471
+238
+2% +$14.6K 0.36% 67
2025
Q4 		$763K Sell
14,233
-153
-1% -$8.07K 0.33% 74
2025
Q3 		$757K Buy
+14,386
New +$704K 0.34% 71

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PC
Promethos Capital Boston, Massachusetts $368M AUM 27.67% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Investment Research Partners's SHG Position: Q2 2026 in Review

Investment Research Partners increased its Shinhan Financial Group (SHG) stake by 3% in Q2 2026, buying an estimated $28.8K and bringing the position to 14,910 shares worth $943K. The position accounts for 0.32% of the portfolio, ranked #75.

Investment Research Partners first reported a position in SHG in Q3 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Investment Research Partners held 14,910 shares of Shinhan Financial Group worth $943K as of Q2 2026.
  • Investment Research Partners bought 439 Shinhan Financial Group shares in Q2 2026, an estimated $28.8K.
  • Shinhan Financial Group made up 0.32% of Investment Research Partners's portfolio in Q2 2026, its #75 holding.
  • Investment Research Partners first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 205 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.