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Medallion Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

Medallion Wealth Advisors’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 		$7.27K Hold
115
– – ﹤0.01% 801
2026
Q1 		$7.05K Hold
115
– – ﹤0.01% 817
2025
Q4 		$6.17K Hold
115
– – ﹤0.01% 827
2025
Q3 		$5.79K Hold
115
– – ﹤0.01% 834
2025
Q2 		$5.25K Hold
115
– – ﹤0.01% 826
2025
Q1 		$3.74K Hold
115
– – ﹤0.01% 832
2024
Q4 		$3.78K Buy
+115
New +$4.45K ﹤0.01% 776

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

Medallion Wealth Advisors's SHG Position: Q2 2026 in Review

Medallion Wealth Advisors held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 115 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Medallion Wealth Advisors first reported a position in SHG in Q4 2024 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Medallion Wealth Advisors held 115 shares of Shinhan Financial Group worth $7.27K as of Q2 2026.
  • Medallion Wealth Advisors left its Shinhan Financial Group share count unchanged in Q2 2026.
  • Shinhan Financial Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #801 holding.
  • Medallion Wealth Advisors first reported a position in Shinhan Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.