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NewEdge Advisors’s
Shinhan Financial Group
SHG
Stock Holding History
NewEdge 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
$819K
Buy
13,349
+716
+6%
+$43.9K
﹤0.01%
1623
2025
Q4
$678K
Sell
12,633
-1,596
-11%
-$84.2K
﹤0.01%
1748
2025
Q3
$717K
Buy
14,229
+2,123
+18%
+$104K
﹤0.01%
1606
2025
Q2
$547K
Sell
12,106
-285
-2%
-$10.9K
﹤0.01%
1638
2025
Q1
$398K
Sell
12,391
-4,555
-27%
-$153K
﹤0.01%
1717
2024
Q4
$557K
Buy
16,946
+2,206
+15%
+$85.3K
﹤0.01%
1480
2024
Q3
$625K
Buy
14,740
+1,689
+13%
+$69.2K
﹤0.01%
1336
2024
Q2
$454K
Buy
13,051
+11,758
+909%
+$395K
﹤0.01%
1466
2024
Q1
$45.9K
Buy
1,293
+153
+13%
+$4.95K
﹤0.01%
2343
2023
Q4
$35.1K
Buy
1,140
+1,117
+4,857%
+$30.7K
﹤0.01%
2346
2023
Q3
$609
Buy
+23
New
+$617
﹤0.01%
3226
2023
Q1
–
Sell
-54
Closed
-$1.51K
–
4043
2022
Q4
$1.51K
Buy
+54
New
+$1.45K
﹤0.01%
2914
Other funds holding SHG
BlackRock
New York
$5.7T AUM
30.48%
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
$60.7B 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
$30.8B AUM
11.29%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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