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LRI Investments’s Shinhan Financial Group SHG Stock Holding History

LRI Investments’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 		$15.6K Buy
247
+28
+13% +$1.84K ﹤0.01% 839
2026
Q1 		$13.4K Buy
+219
New +$13.4K ﹤0.01% 804

Other funds holding SHG

EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

LRI Investments's SHG Position: Q2 2026 in Review

LRI Investments increased its Shinhan Financial Group (SHG) stake by 13% in Q2 2026, buying an estimated $1.84K and bringing the position to 247 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

LRI Investments first reported a position in SHG in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • LRI Investments held 247 shares of Shinhan Financial Group worth $15.6K as of Q2 2026.
  • LRI Investments bought 28 Shinhan Financial Group shares in Q2 2026, an estimated $1.84K.
  • Shinhan Financial Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #839 holding.
  • LRI Investments first reported a position in Shinhan Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.