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Kestra Advisory Services’s Shinhan Financial Group SHG Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-705
Closed -$37.8K – 4204
2025
Q4 		$37.8K Buy
+705
New +$37.2K ﹤0.01% 4141

Other funds holding SHG

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LCAM
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kestra Advisory Services's SHG Position: Q1 2026 in Review

Kestra Advisory Services sold out of Shinhan Financial Group (SHG) in Q1 2026, closing a stake of 705 shares — an estimated $37.8K sold.

Kestra Advisory Services first reported a position in SHG in Q4 2025 and held it in 1 quarter. The position peaked at $37.8K in Q4 2025. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Kestra Advisory Services reported no remaining Shinhan Financial Group position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 705 Shinhan Financial Group shares in Q1 2026, an estimated $37.8K.
  • Kestra Advisory Services first reported a position in Shinhan Financial Group in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Shinhan Financial Group position peaked at $37.8K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.