Mather Group
SHG icon

Mather Group’s Shinhan Financial Group SHG Stock Holding History

Mather Group’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
Q3 		$63.6K Buy
819
+764
+1,389% +$57.8K ﹤0.01% 1085
2026
Q2 		$3.48K Hold
55
– – ﹤0.01% 1676
2026
Q1 		$3.37K Buy
+55
New +$3.38K ﹤0.01% 1634

Other funds holding SHG

Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Investment Research Partners
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mather Group's SHG Position: Q3 2026 in Review

Mather Group increased its Shinhan Financial Group (SHG) stake by 1,389% in Q3 2026, buying an estimated $57.8K and bringing the position to 819 shares worth $63.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Mather Group first reported a position in SHG in Q1 2026 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Mather Group held 819 shares of Shinhan Financial Group worth $63.6K as of Q3 2026.
  • Mather Group bought 764 Shinhan Financial Group shares in Q3 2026, an estimated $57.8K.
  • Shinhan Financial Group made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1085 holding.
  • Mather Group first reported a position in Shinhan Financial Group in Q1 2026 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.