Kozak & Associates’s Shinhan Financial Group SHG Stock Holding History

Kozak & Associates’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	$4.31K	Hold	69	–	–	﹤0.01%	320
2026 Q1	$4.69K	Hold	69	–	–	﹤0.01%	314
2025 Q4	$3.72K	Hold	69	–	–	﹤0.01%	330
2025 Q3	$3.67K	Hold	69	–	–	﹤0.01%	340
2025 Q2	$3.41K	Hold	69	–	–	﹤0.01%	320
2025 Q1	$2.24K	Hold	69	–	–	﹤0.01%	359
2024 Q4	$2.3K	Hold	69	–	–	﹤0.01%	356
2024 Q3	$2.89K	Hold	69	–	–	﹤0.01%	314
2024 Q2	$2.56K	Hold	69	–	–	﹤0.01%	304
2024 Q1	$2.46K	Buy	+69	New	+$2.23K	﹤0.01%	317

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Kozak & Associates's SHG Position: Q2 2026 in Review

Kozak & Associates held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 69 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Kozak & Associates first reported a position in SHG in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.69K in Q1 2026. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Kozak & Associates held 69 shares of Shinhan Financial Group worth $4.31K as of Q2 2026.
Kozak & Associates left its Shinhan Financial Group share count unchanged in Q2 2026.
Shinhan Financial Group made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #320 holding.
Kozak & Associates first reported a position in Shinhan Financial Group in Q1 2024 and has held it in 10 quarters since.
Kozak & Associates's Shinhan Financial Group position peaked at $4.69K in Q1 2026.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.