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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B 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
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

Medallion Wealth Advisors's SHG Position: Q1 2026 in Review

Medallion Wealth Advisors held its Shinhan Financial Group (SHG) position steady in Q1 2026 at 115 shares worth $7.05K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Medallion Wealth Advisors first reported a position in SHG in Q4 2024 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Medallion Wealth Advisors held 115 shares of Shinhan Financial Group worth $7.05K as of Q1 2026.
  • Medallion Wealth Advisors left its Shinhan Financial Group share count unchanged in Q1 2026.
  • Shinhan Financial Group made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #817 holding.
  • Medallion Wealth Advisors first reported a position in Shinhan Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.