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Key Financial Inc’s Shinhan Financial Group SHG Stock Holding History

Key Financial Inc’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 		$9.42K Hold
149
– – ﹤0.01% 888
2026
Q1 		$9.14K Hold
149
– – ﹤0.01% 902
2025
Q4 		$7.99K Hold
149
– – ﹤0.01% 938
2025
Q3 		$7.52K Hold
149
– – ﹤0.01% 954
2025
Q2 		$6.73K Hold
149
– – ﹤0.01% 966
2025
Q1 		$4.78K Hold
149
– – ﹤0.01% 1005
2024
Q4 		$4.9K Hold
149
– – ﹤0.01% 1001
2024
Q3 		$6.31K Hold
149
– – ﹤0.01% 915
2024
Q2 		$5.19K Hold
149
– – ﹤0.01% 946
2024
Q1 		$5.29K Hold
149
– – ﹤0.01% 922
2023
Q4 		$4.59K Hold
149
– – ﹤0.01% 958
2023
Q3 		$3.95K Hold
149
– – ﹤0.01% 991
2023
Q2 		$3.88K Buy
+149
New +$3.96K ﹤0.01% 1025

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

Key Financial Inc's SHG Position: Q2 2026 in Review

Key Financial Inc held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 149 shares worth $9.42K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Key Financial Inc first reported a position in SHG in Q2 2023 and has held it in 13 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Key Financial Inc held 149 shares of Shinhan Financial Group worth $9.42K as of Q2 2026.
  • Key Financial Inc left its Shinhan Financial Group share count unchanged in Q2 2026.
  • Shinhan Financial Group made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #888 holding.
  • Key Financial Inc first reported a position in Shinhan Financial Group in Q2 2023 and has held it in 13 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.