LPL Financial
SHG icon

LPL Financial’s Shinhan Financial Group SHG Stock Holding History

LPL Financial’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
Q1 		$2.82M Buy
46,042
+6,796
+17% +$417K ﹤0.01% 3182
2025
Q4 		$2.1M Buy
39,246
+1,880
+5% +$99.2K ﹤0.01% 3364
2025
Q3 		$1.88M Buy
37,366
+20,084
+116% +$982K ﹤0.01% 3375
2025
Q2 		$781K Buy
17,282
+6,318
+58% +$241K ﹤0.01% 3974
2025
Q1 		$352K Buy
10,964
+1,214
+12% +$40.7K ﹤0.01% 4465
2024
Q4 		$321K Buy
9,750
+1,923
+25% +$74.4K ﹤0.01% 4471
2024
Q3 		$332K Buy
7,827
+468
+6% +$19.2K ﹤0.01% 4346
2024
Q2 		$256K Buy
7,359
+965
+15% +$32.4K ﹤0.01% 4382
2024
Q1 		$227K Buy
+6,394
New +$207K ﹤0.01% 4414
2022
Q4 		– Sell
-8,883
Closed -$204K – 4541
2022
Q3 		$204K Sell
8,883
-718
-7% -$19K ﹤0.01% 3917
2022
Q2 		$274K Sell
9,601
-8,858
-48% -$288K ﹤0.01% 3703
2022
Q1 		$617K Sell
18,459
-6,882
-27% -$222K ﹤0.01% 3030
2021
Q4 		$783K Buy
25,341
+7,687
+44% +$247K ﹤0.01% 2873
2021
Q3 		$594K Buy
17,654
+234
+1% +$7.83K ﹤0.01% 3062
2021
Q2 		$625K Buy
+17,420
New +$625K ﹤0.01% 2964

Other funds holding SHG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return