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John Overdeck’s Shinhan Financial Group SHG Stock Holding History

John Overdeck’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 		$5.06M Sell
80,016
-156,910
-66% -$10.3M ﹤0.01% 2134
2026
Q1 		$14.5M Sell
236,926
-35,464
-13% -$2.18M 0.01% 1162
2025
Q4 		$14.6M Buy
272,390
+64,857
+31% +$3.42M 0.02% 888
2025
Q3 		$10.5M Buy
207,533
+42,108
+25% +$2.06M 0.02% 938
2025
Q2 		$7.47M Sell
165,425
-97,638
-37% -$3.72M 0.01% 998
2025
Q1 		$8.44M Buy
263,063
+196,175
+293% +$6.58M 0.02% 828
2024
Q4 		$2.2M Buy
66,888
+61,217
+1,079% +$2.37M ﹤0.01% 1643
2024
Q3 		$240K Sell
5,671
-9,754
-63% -$399K ﹤0.01% 2752
2024
Q2 		$537K Sell
15,425
-2,322
-13% -$78.1K ﹤0.01% 2337
2024
Q1 		$630K Buy
+17,747
New +$574K ﹤0.01% 2221
2018
Q1 		– Sell
-20,508
Closed -$952K – 3471
2017
Q4 		$952K Buy
+20,508
New +$920K ﹤0.01% 2007
2017
Q3 		– Sell
-26,566
Closed -$1.16M – 3144
2017
Q2 		$1.16M Buy
26,566
+18,550
+231% +$801K ﹤0.01% 1806
2017
Q1 		$335K Buy
8,016
+37
+0.5% +$1.5K ﹤0.01% 2525
2016
Q4 		$300K Buy
+7,979
New +$304K ﹤0.01% 2753
2016
Q3 		– Sell
-32,105
Closed -$1.05M – 3341
2016
Q2 		$1.05M Buy
32,105
+14,653
+84% +$503K ﹤0.01% 1695
2016
Q1 		$614K Sell
17,452
-9,642
-36% -$315K ﹤0.01% 1928
2015
Q4 		$910K Buy
+27,094
New +$987K ﹤0.01% 1564
2015
Q3 		– Sell
-20,073
Closed -$744K – 2673
2015
Q2 		$744K Buy
20,073
+6,734
+50% +$261K ﹤0.01% 1857
2015
Q1 		$498K Sell
13,339
-12,120
-48% -$474K ﹤0.01% 1972
2014
Q4 		$1.03M Buy
+25,459
New +$1.13M 0.01% 1364

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

John Overdeck's SHG Position: Q2 2026 in Review

John Overdeck reduced its Shinhan Financial Group (SHG) stake by 66% in Q2 2026, selling an estimated $10.3M and leaving 80,016 shares worth $5.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

John Overdeck first reported a position in SHG in Q4 2014 and has held it in 20 quarters since. The position peaked at $14.6M in Q4 2025. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • John Overdeck held 80,016 shares of Shinhan Financial Group worth $5.06M as of Q2 2026.
  • John Overdeck sold 156,910 Shinhan Financial Group shares in Q2 2026, an estimated $10.3M.
  • Shinhan Financial Group made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2134 holding.
  • John Overdeck first reported a position in Shinhan Financial Group in Q4 2014 and has held it in 20 quarters since.
  • John Overdeck's Shinhan Financial Group position peaked at $14.6M in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.