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Natural Investments’s Shinhan Financial Group SHG Stock Holding History

Natural Investments’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 		$219K Sell
3,477
-25,470
-88% -$1.67M 0.05% 273
2026
Q1 		$1.77M Buy
28,947
+73
+0.3% +$4.48K 0.44% 46
2025
Q4 		$1.55M Buy
28,874
+216
+0.8% +$11.4K 0.39% 59
2025
Q3 		$1.44M Sell
28,658
-122
-0.4% -$5.97K 0.36% 66
2025
Q2 		$1.3M Buy
28,780
+1,695
+6% +$64.6K 0.34% 72
2025
Q1 		$868K Sell
27,085
-41
-0.2% -$1.38K 0.25% 95
2024
Q4 		$891K Buy
+27,126
New +$1.05M 0.25% 97

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Natural Investments's SHG Position: Q2 2026 in Review

Natural Investments reduced its Shinhan Financial Group (SHG) stake by 88% in Q2 2026, selling an estimated $1.67M and leaving 3,477 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #273.

Natural Investments first reported a position in SHG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q1 2026. 135 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Natural Investments held 3,477 shares of Shinhan Financial Group worth $219K as of Q2 2026.
  • Natural Investments sold 25,470 Shinhan Financial Group shares in Q2 2026, an estimated $1.67M.
  • Shinhan Financial Group made up 0.05% of Natural Investments's portfolio in Q2 2026, its #273 holding.
  • Natural Investments first reported a position in Shinhan Financial Group in Q4 2024 and has held it in 7 quarters since.
  • Natural Investments's Shinhan Financial Group position peaked at $1.77M in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.