Mariner

Mariner’s Shinhan Financial Group SHG Stock Holding History

Mariner’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	$2.91M	Buy	47,597 +4,805	+11%	+$295K	﹤0.01%	1315
2025 Q4	$2.3M	Buy	42,792 +4,970	+13%	+$262K	﹤0.01%	1415
2025 Q3	$1.91M	Buy	37,822 +1,925	+5%	+$94.1K	﹤0.01%	1472
2025 Q2	$1.62M	Buy	35,897 +5,787	+19%	+$220K	﹤0.01%	1475
2025 Q1	$966K	Sell	30,110 -6,921	-19%	-$232K	﹤0.01%	1713
2024 Q4	$1.22M	Sell	37,031 -271	-0.7%	-$10.5K	﹤0.01%	1518
2024 Q3	$1.59M	Buy	37,302 +495	+1%	+$20.3K	﹤0.01%	1317
2024 Q2	$1.28M	Buy	36,807 +17	+0%	+$572	﹤0.01%	1352
2024 Q1	$1.31M	Buy	36,790 +462	+1%	+$14.9K	﹤0.01%	1334
2023 Q4	$1.12M	Buy	36,328 +2,683	+8%	+$73.8K	﹤0.01%	1359
2023 Q3	$891K	Buy	33,645 +4,478	+15%	+$120K	﹤0.01%	1383
2023 Q2	$760K	Buy	29,167 +3,686	+14%	+$98.1K	﹤0.01%	1465
2023 Q1	$687K	Buy	25,481 +1,785	+8%	+$54.5K	﹤0.01%	1496
2022 Q4	$662K	Sell	23,696 -470	-2%	-$12.7K	﹤0.01%	1483
2022 Q3	$556K	Buy	+24,166	New	+$640K	﹤0.01%	1358

Other funds holding SHG

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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