JFS Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

JFS Wealth 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	$35.6K	Hold	563	–	–	﹤0.01%	619
2026 Q1	$34.5K	Sell	563 -50	-8%	-$3.07K	﹤0.01%	596
2025 Q4	$32.9K	Hold	613	–	–	﹤0.01%	623
2025 Q3	$30.9K	Hold	613	–	–	﹤0.01%	602
2025 Q2	$27.7K	Buy	613 +37	+6%	+$1.41K	﹤0.01%	583
2025 Q1	$18.5K	Buy	576 +19	+3%	+$637	﹤0.01%	683
2024 Q4	$18.3K	Sell	557 -74	-12%	-$2.86K	﹤0.01%	670
2024 Q3	$26.7K	Buy	631 +74	+13%	+$3.03K	﹤0.01%	582
2024 Q2	$19.4K	Hold	557	–	–	﹤0.01%	609
2024 Q1	$19.8K	Buy	557 +3	+0.5%	+$97	﹤0.01%	626
2023 Q4	$17.1K	Sell	554 -14	-2%	-$385	﹤0.01%	625
2023 Q3	$15K	Hold	568	–	–	﹤0.01%	610
2023 Q2	$14.8K	Sell	568 -28	-5%	-$745	﹤0.01%	607
2023 Q1	$16.1K	Sell	596 -56	-9%	-$1.71K	﹤0.01%	581
2022 Q4	$18.2K	Sell	652 -1,275	-66%	-$34.3K	﹤0.01%	557
2022 Q3	$44K	Buy	1,927 +339	+21%	+$8.98K	﹤0.01%	402
2022 Q2	$45K	Sell	1,588 -192	-11%	-$6.24K	﹤0.01%	412
2022 Q1	$60K	Sell	1,780 -308	-15%	-$9.96K	0.01%	389
2021 Q4	$65K	Buy	2,088 +139	+7%	+$4.46K	0.01%	378
2021 Q3	$66K	Buy	1,949 +100	+5%	+$3.34K	0.01%	377
2021 Q2	$66K	Hold	1,849	–	–	0.01%	250
2021 Q1	$62K	Hold	1,849	–	–	0.01%	231
2020 Q4	$55K	Hold	1,849	–	–	0.01%	239
2020 Q3	$42K	Buy	1,849 +317	+21%	+$7.98K	0.01%	253
2020 Q2	$37K	Hold	1,532	–	–	0.01%	253
2020 Q1	$36K	Buy	1,532 +77	+5%	+$2.28K	0.01%	238
2019 Q4	$55K	Hold	1,455	–	–	0.01%	236
2019 Q3	$51K	Hold	1,455	–	–	0.01%	233
2019 Q2	$57K	Hold	1,455	–	–	0.01%	232
2019 Q1	$54K	Buy	1,455 +134	+10%	+$5.03K	0.01%	224
2018 Q4	$47K	Buy	1,321 +36	+3%	+$1.36K	0.01%	231
2018 Q3	$52K	Hold	1,285	–	–	0.01%	242
2018 Q2	$49K	Hold	1,285	–	–	0.01%	246
2018 Q1	$54K	Hold	1,285	–	–	0.01%	237
2017 Q4	$60K	Hold	1,285	–	–	0.01%	239
2017 Q3	$57K	Sell	1,285 -176	-12%	-$8K	0.01%	234
2017 Q2	$64K	Sell	1,461 -424	-22%	-$18.3K	0.02%	204
2017 Q1	$71K	Hold	1,885	–	–	0.02%	196
2016 Q4	$71K	Sell	1,885 -25	-1%	-$953	0.02%	196
2016 Q3	$70K	Hold	1,910	–	–	0.02%	206
2016 Q2	$63K	Hold	1,910	–	–	0.02%	237
2016 Q1	$67K	Hold	1,910	–	–	0.02%	208
2015 Q4	$64K	Hold	1,910	–	–	0.02%	226
2015 Q3	$66K	Buy	1,910 +220	+13%	+$7.61K	0.03%	183
2015 Q2	$63K	Buy	1,690 +1,330	+369%	+$51.5K	0.03%	163
2015 Q1	$13K	Hold	360	–	–	0.01%	333
2014 Q4	$15K	Hold	360	–	–	﹤0.01%	325
2014 Q3	$16K	Hold	360	–	–	﹤0.01%	289
2014 Q2	$17K	Buy	+360	New	+$16.1K	﹤0.01%	275

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JFS Wealth Advisors's SHG Position: Q2 2026 in Review

JFS Wealth Advisors held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 563 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

JFS Wealth Advisors first reported a position in SHG in Q2 2014 and has held it in 49 quarters since. The position peaked at $71K in Q1 2017. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

JFS Wealth Advisors held 563 shares of Shinhan Financial Group worth $35.6K as of Q2 2026.
JFS Wealth Advisors left its Shinhan Financial Group share count unchanged in Q2 2026.
Shinhan Financial Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #619 holding.
JFS Wealth Advisors first reported a position in Shinhan Financial Group in Q2 2014 and has held it in 49 quarters since.
JFS Wealth Advisors's Shinhan Financial Group position peaked at $71K in Q1 2017.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.