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 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 $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return