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Mount Yale Investment Advisors’s Shinhan Financial Group SHG Stock Holding History

Mount Yale Investment Advisors’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 		$747K Buy
11,814
+4,350
+58% +$285K 0.01% 668
2026
Q1 		$458K Buy
+7,464
New +$458K 0.01% 742

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mount Yale Investment Advisors's SHG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Shinhan Financial Group (SHG) stake by 58% in Q2 2026, buying an estimated $285K and bringing the position to 11,814 shares worth $747K. The position accounts for 0.01% of the portfolio, ranked #668.

Mount Yale Investment Advisors first reported a position in SHG in Q1 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Mount Yale Investment Advisors held 11,814 shares of Shinhan Financial Group worth $747K as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,350 Shinhan Financial Group shares in Q2 2026, an estimated $285K.
  • Shinhan Financial Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #668 holding.
  • Mount Yale Investment Advisors first reported a position in Shinhan Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.