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 Q1	$458K	Buy	+7,464	New	+$458K	0.01%	742

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mount Yale Investment Advisors's SHG Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Shinhan Financial Group (SHG) in Q1 2026: 7,464 shares worth $458K. The stake represents 0.01% of the portfolio and ranks #742 among its holdings.

287 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

Mount Yale Investment Advisors held 7,464 shares of Shinhan Financial Group worth $458K as of Q1 2026.
Shinhan Financial Group was a new Mount Yale Investment Advisors position in Q1 2026.
Shinhan Financial Group made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #742 holding.
287 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.