Meriwether Wealth & Planning’s Shinhan Financial Group SHG Stock Holding History

Meriwether Wealth & Planning’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	$2.18K	Buy	+28	New	+$2.12K	﹤0.01%	631

Other funds holding SHG

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Meriwether Wealth & Planning's SHG Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Shinhan Financial Group (SHG) in Q3 2026: 28 shares worth $2.18K. The stake represents ﹤0.01% of the portfolio and ranks #631 among its holdings.

58 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

Meriwether Wealth & Planning held 28 shares of Shinhan Financial Group worth $2.18K as of Q3 2026.
Shinhan Financial Group was a new Meriwether Wealth & Planning position in Q3 2026.
Shinhan Financial Group made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #631 holding.
58 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.