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Mondrian Investment Partners’s Shinhan Financial Group SHG Stock Holding History

Mondrian Investment Partners’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 		$335K Sell
5,298
-202
-4% -$13.3K 0.01% 72
2026
Q1 		$337K Buy
5,500
+617
+13% +$37.9K 0.01% 71
2025
Q4 		$262K Buy
4,883
+1,097
+29% +$57.9K ﹤0.01% 74
2025
Q3 		$191K Buy
+3,786
New +$185K ﹤0.01% 73
2025
Q1 		$109K Buy
3,413
+164
+5% +$5.5K ﹤0.01% 79
2024
Q4 		$114K Buy
3,249
+182
+6% +$7.04K ﹤0.01% 83
2024
Q3 		$130K Sell
3,067
-717
-19% -$29.4K ﹤0.01% 79
2024
Q2 		$164K Buy
3,784
+634
+20% +$21.3K ﹤0.01% 77
2024
Q1 		$112K Sell
3,150
-4,272
-58% -$138K ﹤0.01% 79
2023
Q4 		$228K Sell
7,422
-1,171
-14% -$32.2K ﹤0.01% 74
2023
Q3 		$228K Hold
8,593
– – ﹤0.01% 69
2023
Q2 		$224K Buy
8,593
+6,656
+344% +$177K ﹤0.01% 67
2023
Q1 		$52.2K Hold
1,937
– – ﹤0.01% 78
2022
Q4 		$54K Sell
1,937
-4,248
-69% -$114K ﹤0.01% 80
2022
Q3 		$142 Buy
6,185
+2,497
+68% +$66.1K ﹤0.01% 68
2022
Q2 		$105K Hold
3,688
– – ﹤0.01% 69
2022
Q1 		$123K Hold
3,688
– – ﹤0.01% 67
2021
Q4 		$114K Buy
+3,688
New +$118K ﹤0.01% 118
2020
Q2 		– Sell
-4,015
Closed -$94K – 122
2020
Q1 		$94K Buy
4,015
+2,781
+225% +$82.3K ﹤0.01% 82
2019
Q4 		$47K Hold
1,234
– – ﹤0.01% 103
2019
Q3 		$43K Buy
+1,234
New +$43.8K ﹤0.01% 105

Other funds holding SHG

EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

Mondrian Investment Partners's SHG Position: Q2 2026 in Review

Mondrian Investment Partners reduced its Shinhan Financial Group (SHG) stake by 3.7% in Q2 2026, selling an estimated $13.3K and leaving 5,298 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #72.

Mondrian Investment Partners first reported a position in SHG in Q3 2019 and has held it in 21 quarters since. The position peaked at $337K in Q1 2026. 88 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Mondrian Investment Partners held 5,298 shares of Shinhan Financial Group worth $335K as of Q2 2026.
  • Mondrian Investment Partners sold 202 Shinhan Financial Group shares in Q2 2026, an estimated $13.3K.
  • Shinhan Financial Group made up 0.01% of Mondrian Investment Partners's portfolio in Q2 2026, its #72 holding.
  • Mondrian Investment Partners first reported a position in Shinhan Financial Group in Q3 2019 and has held it in 21 quarters since.
  • Mondrian Investment Partners's Shinhan Financial Group position peaked at $337K in Q1 2026.
  • 88 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.