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Montag & Associates’s Shinhan Financial Group SHG Stock Holding History

Montag & Associates’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
2025
Q3 		– Sell
-173
Closed -$7.82K – 1149
2025
Q2 		$7.82K Hold
173
– – ﹤0.01% 768
2025
Q1 		$5.55K Hold
173
– – ﹤0.01% 836
2024
Q4 		$5.69K Hold
173
– – ﹤0.01% 831
2024
Q3 		$7.33K Hold
173
– – ﹤0.01% 839
2024
Q2 		$6.02K Hold
173
– – ﹤0.01% 813
2024
Q1 		$6.19K Hold
173
– – ﹤0.01% 803
2023
Q4 		$5.33K Hold
173
– – ﹤0.01% 822
2023
Q3 		$4.58K Hold
173
– – ﹤0.01% 810
2023
Q2 		$4.51K Buy
173
+40
+30% +$1.06K ﹤0.01% 831
2023
Q1 		$3.58K Hold
133
– – ﹤0.01% 838
2022
Q4 		$3.71K Buy
+133
New +$3.58K ﹤0.01% 838

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Montag & Associates's SHG Position: Q3 2025 in Review

Montag & Associates sold out of Shinhan Financial Group (SHG) in Q3 2025, closing a stake of 173 shares — an estimated $7.82K sold.

Montag & Associates first reported a position in SHG in Q4 2022 and held it in 11 quarters. The position peaked at $7.82K in Q2 2025. 238 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

  • Montag & Associates reported no remaining Shinhan Financial Group position as of Q3 2025 after selling out during the quarter.
  • Montag & Associates sold 173 Shinhan Financial Group shares in Q3 2025, an estimated $7.82K.
  • Montag & Associates first reported a position in Shinhan Financial Group in Q4 2022 and held it in 11 quarters.
  • Montag & Associates's Shinhan Financial Group position peaked at $7.82K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

Based on Montag & Associates's 13F filing for Q3 2025, filed 12 Nov 2025.