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Laird Norton Wetherby Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Laird Norton Wetherby Wealth 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
Q3 		$2.34M Sell
46,440
-629
-1% -$30.8K 0.1% 202
2025
Q2 		$2.13M Buy
+47,069
New +$1.79M 0.09% 210
2024
Q4 		$1.6M Sell
48,586
-10,855
-18% -$420K 0.08% 237
2024
Q3 		$2.52M Sell
59,441
-2,707
-4% -$111K 0.12% 179
2024
Q2 		$2.16M Sell
62,148
-4,393
-7% -$148K 0.1% 199
2024
Q1 		$2.36M Buy
66,541
+314
+0.5% +$10.2K 0.11% 186
2023
Q4 		$2.04M Sell
66,227
-1,313
-2% -$36.1K 0.11% 200
2023
Q3 		$1.79M Sell
67,540
-4,129
-6% -$111K 0.1% 207
2023
Q2 		$1.87M Buy
71,669
+382
+0.5% +$10.2K 0.1% 204
2023
Q1 		$1.92M Buy
71,287
+3,425
+5% +$105K 0.11% 189
2022
Q4 		$1.9M Buy
67,862
+5,105
+8% +$137K 0.12% 184
2022
Q3 		$1.44M Buy
62,757
+5,320
+9% +$141K 0.1% 207
2022
Q2 		$1.64M Buy
57,437
+3,456
+6% +$112K 0.11% 186
2022
Q1 		$1.8M Buy
53,981
+897
+2% +$29K 0.1% 183
2021
Q4 		$1.64M Buy
53,084
+3,936
+8% +$126K 0.09% 202
2021
Q3 		$1.66M Sell
49,148
-169
-0.3% -$5.65K 0.1% 182
2021
Q2 		$1.77M Buy
49,317
+1,671
+4% +$60K 0.11% 176
2021
Q1 		$1.6M Buy
47,646
+1,054
+2% +$31.9K 0.12% 166
2020
Q4 		$1.39M Buy
46,592
+1,218
+3% +$34.8K 0.09% 206
2020
Q3 		$1.04M Sell
45,374
-2,175
-5% -$54.8K 0.09% 211
2020
Q2 		$1.14M Buy
47,549
+32,302
+212% +$791K 0.11% 183
2020
Q1 		$356K Sell
15,247
-14,837
-49% -$439K 0.04% 402
2019
Q4 		$1.15M Buy
30,084
+7,727
+35% +$286K 0.11% 194
2019
Q3 		$782K Sell
22,357
-11,924
-35% -$423K 0.08% 266
2019
Q2 		$1.33M Buy
34,281
+7,111
+26% +$275K 0.15% 155
2019
Q1 		$1.01M Buy
27,170
+4,807
+21% +$180K 0.13% 185
2018
Q4 		$794K Sell
22,363
-5,123
-19% -$193K 0.11% 206
2018
Q3 		$1.1M Buy
27,486
+2,360
+9% +$91.1K 0.14% 167
2018
Q2 		$967K Sell
25,126
-660
-3% -$28.2K 0.13% 177
2018
Q1 		$1.09M Sell
25,786
-150
-0.6% -$6.81K 0.15% 159
2017
Q4 		$1.2M Buy
25,936
+1,390
+6% +$62.3K 0.17% 138
2017
Q3 		$1.09M Buy
24,546
+2,578
+12% +$117K 0.16% 143
2017
Q2 		$956K Buy
21,968
+1,595
+8% +$68.9K 0.16% 158
2017
Q1 		$851K Buy
20,373
+2,292
+13% +$93.2K 0.15% 159
2016
Q4 		$680K Buy
18,081
+1,190
+7% +$45.4K 0.13% 190
2016
Q3 		$615K Buy
16,891
+3,495
+26% +$124K 0.12% 205
2016
Q2 		$438K Buy
13,396
+1,402
+12% +$48.1K 0.1% 253
2016
Q1 		$422K Sell
11,994
-4,343
-27% -$142K 0.1% 250
2015
Q4 		$549K Buy
16,337
+2,856
+21% +$104K 0.13% 182
2015
Q3 		$469K Buy
13,481
+194
+1% +$6.71K 0.12% 206
2015
Q2 		$492K Buy
13,287
+1,369
+11% +$53K 0.12% 211
2015
Q1 		$445K Sell
11,918
-2,398
-17% -$93.7K 0.11% 228
2014
Q4 		$578K Buy
14,316
+1,208
+9% +$53.6K 0.15% 159
2014
Q3 		$596K Buy
13,108
+355
+3% +$17.3K 0.17% 149
2014
Q2 		$585K Sell
12,753
-1,220
-9% -$54.5K 0.17% 154
2014
Q1 		$614K Buy
13,973
+863
+7% +$35.8K 0.18% 142
2013
Q4 		$599K Buy
13,110
+904
+7% +$38.7K 0.17% 148
2013
Q3 		$494K Buy
12,206
+2,416
+25% +$89.5K 0.15% 162
2013
Q2 		$318K Buy
+9,790
New +$335K 0.11% 222

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's SHG Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management reduced its Shinhan Financial Group (SHG) stake by 1.3% in Q3 2025, selling an estimated $30.8K and leaving 46,440 shares worth $2.34M. The position accounts for 0.1% of the portfolio, ranked #202.

Laird Norton Wetherby Wealth Management first reported a position in SHG in Q2 2013 and has held it in 49 quarters since. The position peaked at $2.52M in Q3 2024. 238 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 46,440 shares of Shinhan Financial Group worth $2.34M as of Q3 2025.
  • Laird Norton Wetherby Wealth Management sold 629 Shinhan Financial Group shares in Q3 2025, an estimated $30.8K.
  • Shinhan Financial Group made up 0.1% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #202 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Shinhan Financial Group in Q2 2013 and has held it in 49 quarters since.
  • Laird Norton Wetherby Wealth Management's Shinhan Financial Group position peaked at $2.52M in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.