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JPL Wealth Management’s Shinhan Financial Group SHG Stock Holding History

JPL Wealth Management’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 		$7.78K Buy
123
+77
+167% +$5.05K ﹤0.01% 654
2026
Q1 		$2.82K Buy
+46
New +$2.82K ﹤0.01% 859

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

JPL Wealth Management's SHG Position: Q2 2026 in Review

JPL Wealth Management increased its Shinhan Financial Group (SHG) stake by 167% in Q2 2026, buying an estimated $5.05K and bringing the position to 123 shares worth $7.78K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

JPL Wealth Management first reported a position in SHG in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • JPL Wealth Management held 123 shares of Shinhan Financial Group worth $7.78K as of Q2 2026.
  • JPL Wealth Management bought 77 Shinhan Financial Group shares in Q2 2026, an estimated $5.05K.
  • Shinhan Financial Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #654 holding.
  • JPL Wealth Management first reported a position in Shinhan Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.