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Kestra Investment Management’s Shinhan Financial Group SHG Stock Holding History

Kestra Investment 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
2025
Q1 		– Sell
-88
Closed -$2.88K – 1330
2024
Q4 		$2.88K Buy
+88
New +$3.4K ﹤0.01% 987

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Kestra Investment Management's SHG Position: Q1 2025 in Review

Kestra Investment Management sold out of Shinhan Financial Group (SHG) in Q1 2025, closing a stake of 88 shares — an estimated $2.88K sold.

Kestra Investment Management first reported a position in SHG in Q4 2024 and held it in 1 quarter. The position peaked at $2.88K in Q4 2024. 208 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

  • Kestra Investment Management reported no remaining Shinhan Financial Group position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 88 Shinhan Financial Group shares in Q1 2025, an estimated $2.88K.
  • Kestra Investment Management first reported a position in Shinhan Financial Group in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Shinhan Financial Group position peaked at $2.88K in Q4 2024.
  • 208 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.