NewEdge Wealth’s Shinhan Financial Group SHG Stock Holding History

NewEdge Wealth’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	$6.93M	Buy	109,575 +6,916	+7%	+$454K	0.07%	187
2026 Q1	$6.3M	Buy	102,659 +10,050	+11%	+$617K	0.08%	184
2025 Q4	$4.97M	Buy	92,609 +3,417	+4%	+$180K	0.06%	235
2025 Q3	$4.72M	Buy	89,192 +12,918	+17%	+$632K	0.07%	218
2025 Q2	$3.81M	Buy	76,274 +8,060	+12%	+$307K	0.06%	250
2025 Q1	$2.19M	Sell	68,214 -36,443	-35%	-$1.22M	0.04%	340
2024 Q4	$3.44M	Buy	104,657 +6,369	+6%	+$246K	0.06%	249
2024 Q3	$4.16M	Buy	98,288 +7,469	+8%	+$306K	0.08%	222
2024 Q2	$3.16M	Buy	90,819 +5,658	+7%	+$190K	0.07%	237
2024 Q1	$2.86M	Buy	85,161 +24,193	+40%	+$782K	0.06%	257
2023 Q4	$1.88M	Buy	60,968 +22,677	+59%	+$623K	0.05%	307
2023 Q3	$1.01M	Buy	38,291 +10,899	+40%	+$292K	0.03%	355
2023 Q2	$714K	Buy	27,392 +10,896	+66%	+$290K	0.02%	407
2023 Q1	$444K	Buy	+16,496	New	+$504K	0.02%	430

Other funds holding SHG

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

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NewEdge Wealth's SHG Position: Q2 2026 in Review

NewEdge Wealth increased its Shinhan Financial Group (SHG) stake by 6.7% in Q2 2026, buying an estimated $454K and bringing the position to 109,575 shares worth $6.93M. The position accounts for 0.07% of the portfolio, ranked #187.

NewEdge Wealth first reported a position in SHG in Q1 2023 and has held it in 14 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

NewEdge Wealth held 109,575 shares of Shinhan Financial Group worth $6.93M as of Q2 2026.
NewEdge Wealth bought 6,916 Shinhan Financial Group shares in Q2 2026, an estimated $454K.
Shinhan Financial Group made up 0.07% of NewEdge Wealth's portfolio in Q2 2026, its #187 holding.
NewEdge Wealth first reported a position in Shinhan Financial Group in Q1 2023 and has held it in 14 quarters since.
302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.