LPL Financial
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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
Q2 		$3.13M Buy
49,513
+3,471
+8% +$228K ﹤0.01% 3263
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 $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

LPL Financial's SHG Position: Q2 2026 in Review

LPL Financial increased its Shinhan Financial Group (SHG) stake by 7.5% in Q2 2026, buying an estimated $228K and bringing the position to 49,513 shares worth $3.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3263.

LPL Financial first reported a position in SHG in Q2 2021 and has held it in 16 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • LPL Financial held 49,513 shares of Shinhan Financial Group worth $3.13M as of Q2 2026.
  • LPL Financial bought 3,471 Shinhan Financial Group shares in Q2 2026, an estimated $228K.
  • Shinhan Financial Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3263 holding.
  • LPL Financial first reported a position in Shinhan Financial Group in Q2 2021 and has held it in 16 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.