MFG
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Merit Financial Group’s Shinhan Financial Group SHG Stock Holding History

Merit Financial 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
Q2 		$262K Sell
4,141
-341
-8% -$22.4K ﹤0.01% 1904
2026
Q1 		$275K Sell
4,482
-408
-8% -$25K ﹤0.01% 1708
2025
Q4 		$262K Buy
4,890
+250
+5% +$13.2K ﹤0.01% 1640
2025
Q3 		$234K Buy
+4,640
New +$227K ﹤0.01% 1576

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

Merit Financial Group's SHG Position: Q2 2026 in Review

Merit Financial Group reduced its Shinhan Financial Group (SHG) stake by 7.6% in Q2 2026, selling an estimated $22.4K and leaving 4,141 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Merit Financial Group first reported a position in SHG in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q1 2026. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Merit Financial Group held 4,141 shares of Shinhan Financial Group worth $262K as of Q2 2026.
  • Merit Financial Group sold 341 Shinhan Financial Group shares in Q2 2026, an estimated $22.4K.
  • Shinhan Financial Group made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1904 holding.
  • Merit Financial Group first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 4 quarters since.
  • Merit Financial Group's Shinhan Financial Group position peaked at $275K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.