North Star Investment Management’s Shinhan Financial Group SHG Stock Holding History

North Star Investment Management’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	$11.9K	Buy	188 +60	+47%	+$3.94K	﹤0.01%	1032
2026 Q1	$7.85K	Buy	128 +36	+39%	+$2.21K	﹤0.01%	1087
2025 Q4	$4.93K	Buy	+92	New	+$4.85K	﹤0.01%	1103
2017 Q2	–	Sell	-70	Closed	-$3K	–	1106
2017 Q1	$3K	Hold	70	–	–	﹤0.01%	939
2016 Q4	$3K	Hold	70	–	–	﹤0.01%	880
2016 Q3	$3K	Hold	70	–	–	﹤0.01%	747
2016 Q2	$2K	Hold	70	–	–	﹤0.01%	756
2016 Q1	$2K	Hold	70	–	–	﹤0.01%	717
2015 Q4	$2K	Hold	70	–	–	﹤0.01%	715
2015 Q3	$2K	Buy	+70	New	+$2.42K	﹤0.01%	799

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

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

North Star Investment Management's SHG Position: Q2 2026 in Review

North Star Investment Management increased its Shinhan Financial Group (SHG) stake by 47% in Q2 2026, buying an estimated $3.94K and bringing the position to 188 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

North Star Investment Management first reported a position in SHG in Q3 2015 and has held it in 10 quarters since. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

North Star Investment Management held 188 shares of Shinhan Financial Group worth $11.9K as of Q2 2026.
North Star Investment Management bought 60 Shinhan Financial Group shares in Q2 2026, an estimated $3.94K.
Shinhan Financial Group made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1032 holding.
North Star Investment Management first reported a position in Shinhan Financial Group in Q3 2015 and has held it in 10 quarters since.
303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.