Kovitz Investment Group Partners
SHG icon

Kovitz Investment Group Partners’s Shinhan Financial Group SHG Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-4,790
Closed -$241K – 1176
2025
Q3 		$241K Buy
4,790
+91
+2% +$4.45K ﹤0.01% 1282
2025
Q2 		$212K Buy
+4,699
New +$179K ﹤0.01% 1266

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Kovitz Investment Group Partners's SHG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Shinhan Financial Group (SHG) in Q4 2025, closing a stake of 4,790 shares — an estimated $241K sold.

Kovitz Investment Group Partners first reported a position in SHG in Q2 2025 and held it in 2 quarters. The position peaked at $241K in Q3 2025. 272 funds tracked by Wall St. Rank hold SHG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Shinhan Financial Group position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,790 Shinhan Financial Group shares in Q4 2025, an estimated $241K.
  • Kovitz Investment Group Partners first reported a position in Shinhan Financial Group in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Shinhan Financial Group position peaked at $241K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.