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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
Q2 		$882K Buy
13,944
+595
+4% +$39K ﹤0.01% 1745
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 – 4040
2022
Q4 		$1.51K Buy
+54
New +$1.45K ﹤0.01% 2914

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

NewEdge Advisors's SHG Position: Q2 2026 in Review

NewEdge Advisors increased its Shinhan Financial Group (SHG) stake by 4.5% in Q2 2026, buying an estimated $39K and bringing the position to 13,944 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

NewEdge Advisors first reported a position in SHG in Q4 2022 and has held it in 13 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • NewEdge Advisors held 13,944 shares of Shinhan Financial Group worth $882K as of Q2 2026.
  • NewEdge Advisors bought 595 Shinhan Financial Group shares in Q2 2026, an estimated $39K.
  • Shinhan Financial Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1745 holding.
  • NewEdge Advisors first reported a position in Shinhan Financial Group in Q4 2022 and has held it in 13 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

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