Larson Financial Group
SHG icon

Larson Financial Group’s Shinhan Financial Group SHG Stock Holding History

Larson Financial Group’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
Q3 		$38.8K Sell
499
-84
-14% -$6.35K ﹤0.01% 1746
2026
Q2 		$36.9K Buy
583
+250
+75% +$16.4K ﹤0.01% 1660
2026
Q1 		$20.4K Buy
333
+175
+111% +$10.7K ﹤0.01% 1834
2025
Q4 		$8.47K Buy
158
+152
+2,533% +$8.02K ﹤0.01% 2211
2025
Q3 		$302 Buy
+6
New +$293 ﹤0.01% 3197

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American Century Companies
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Dimensional Fund Advisors
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Arrowstreet Capital
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Creative Planning
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Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Larson Financial Group's SHG Position: Q3 2026 in Review

Larson Financial Group reduced its Shinhan Financial Group (SHG) stake by 14% in Q3 2026, selling an estimated $6.35K and leaving 499 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Larson Financial Group first reported a position in SHG in Q3 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Larson Financial Group held 499 shares of Shinhan Financial Group worth $38.8K as of Q3 2026.
  • Larson Financial Group sold 84 Shinhan Financial Group shares in Q3 2026, an estimated $6.35K.
  • Shinhan Financial Group made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1746 holding.
  • Larson Financial Group first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.