Jones Financial Companies
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Jones Financial Companies’s Shinhan Financial Group SHG Stock Holding History

Jones Financial Companies’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 		$380K Buy
6,307
+111
+2% +$7.28K ﹤0.01% 2332
2026
Q1 		$377K Buy
6,196
+5,983
+2,809% +$367K ﹤0.01% 2166
2025
Q4 		$11.4K Buy
213
+49
+30% +$2.58K ﹤0.01% 3164
2025
Q3 		$8.03K Hold
164
– – ﹤0.01% 3172
2025
Q2 		$7.27K Buy
+164
New +$6.25K ﹤0.01% 2988
2024
Q3 		– Sell
-94
Closed -$3.27K – 3110
2024
Q2 		$3.27K Buy
+94
New +$3.16K ﹤0.01% 2054

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

Jones Financial Companies's SHG Position: Q2 2026 in Review

Jones Financial Companies increased its Shinhan Financial Group (SHG) stake by 1.8% in Q2 2026, buying an estimated $7.28K and bringing the position to 6,307 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Jones Financial Companies first reported a position in SHG in Q2 2024 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Jones Financial Companies held 6,307 shares of Shinhan Financial Group worth $380K as of Q2 2026.
  • Jones Financial Companies bought 111 Shinhan Financial Group shares in Q2 2026, an estimated $7.28K.
  • Shinhan Financial Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2332 holding.
  • Jones Financial Companies first reported a position in Shinhan Financial Group in Q2 2024 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.