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MW Advisory’s Shinhan Financial Group SHG Stock Holding History

MW Advisory’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 		$356K Buy
+5,622
New +$369K 0.14% 91

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

MW Advisory's SHG Position: Q2 2026 in Review

MW Advisory opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 5,622 shares worth $356K. The stake represents 0.14% of the portfolio and ranks #91 among its holdings.

301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • MW Advisory held 5,622 shares of Shinhan Financial Group worth $356K as of Q2 2026.
  • Shinhan Financial Group was a new MW Advisory position in Q2 2026.
  • Shinhan Financial Group made up 0.14% of MW Advisory's portfolio in Q2 2026, its #91 holding.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on MW Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.