Merit Financial Group
SHG icon

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
Q3 		$380K Buy
4,892
+751
+18% +$56.8K ﹤0.01% 1748
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 $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Merit Financial Group's SHG Position: Q3 2026 in Review

Merit Financial Group increased its Shinhan Financial Group (SHG) stake by 18% in Q3 2026, buying an estimated $56.8K and bringing the position to 4,892 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Merit Financial Group first reported a position in SHG in Q3 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Merit Financial Group held 4,892 shares of Shinhan Financial Group worth $380K as of Q3 2026.
  • Merit Financial Group bought 751 Shinhan Financial Group shares in Q3 2026, an estimated $56.8K.
  • Shinhan Financial Group made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1748 holding.
  • Merit Financial Group first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.