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Legacy Wealth Asset Management’s Shinhan Financial Group SHG Stock Holding History

Legacy Wealth Asset 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
2026
Q2 		$1.11M Sell
17,602
-1,106
-6% -$72.6K 0.24% 113
2026
Q1 		$1.15M Buy
18,708
+758
+4% +$46.5K 0.28% 95
2025
Q4 		$963K Buy
17,950
+23
+0.1% +$1.21K 0.24% 122
2025
Q3 		$903K Buy
17,927
+3
+0% +$147 0.22% 126
2025
Q2 		$810K Sell
17,924
-1,631
-8% -$62.1K 0.21% 126
2025
Q1 		$627K Buy
+19,555
New +$656K 0.17% 195
2024
Q1 		– Sell
-39,347
Closed -$1.21M – 351
2023
Q4 		$1.21M Sell
39,347
-220
-0.6% -$6.05K 0.4% 73
2023
Q3 		$1.05M Buy
39,567
+23,314
+143% +$625K 0.38% 78
2023
Q2 		$424K Buy
16,253
+280
+2% +$7.45K 0.15% 239
2023
Q1 		$430K Buy
15,973
+1,628
+11% +$49.7K 0.16% 234
2022
Q4 		$401K Buy
+14,345
New +$386K 0.15% 248
2022
Q3 		– Sell
-25,314
Closed -$723K – 354
2022
Q2 		$723K Buy
25,314
+2,244
+10% +$72.9K 0.29% 134
2022
Q1 		$771K Buy
23,070
+1,551
+7% +$50.1K 0.27% 142
2021
Q4 		$665K Buy
+21,519
New +$690K 0.23% 162

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

Legacy Wealth Asset Management's SHG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Shinhan Financial Group (SHG) stake by 5.9% in Q2 2026, selling an estimated $72.6K and leaving 17,602 shares worth $1.11M. The position accounts for 0.24% of the portfolio, ranked #113.

Legacy Wealth Asset Management first reported a position in SHG in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2023. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Legacy Wealth Asset Management held 17,602 shares of Shinhan Financial Group worth $1.11M as of Q2 2026.
  • Legacy Wealth Asset Management sold 1,106 Shinhan Financial Group shares in Q2 2026, an estimated $72.6K.
  • Shinhan Financial Group made up 0.24% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #113 holding.
  • Legacy Wealth Asset Management first reported a position in Shinhan Financial Group in Q4 2021 and has held it in 14 quarters since.
  • Legacy Wealth Asset Management's Shinhan Financial Group position peaked at $1.21M in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.