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

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 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. 49 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.
  • 49 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.