OIA
SHG icon

OneDigital Investment Advisors’s Shinhan Financial Group SHG Stock Holding History

OneDigital Investment 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 		$281K Sell
4,590
-3,532
-43% -$217K ﹤0.01% 1220
2025
Q4 		$436K Sell
8,122
-1,092
-12% -$57.6K ﹤0.01% 1010
2025
Q3 		$464K Sell
9,214
-183
-2% -$8.95K ﹤0.01% 963
2025
Q2 		$425K Sell
9,397
-2
-0% -$76 ﹤0.01% 976
2025
Q1 		$302K Sell
9,399
-1,653
-15% -$55.4K ﹤0.01% 1099
2024
Q4 		$363K Buy
11,052
+285
+3% +$11K ﹤0.01% 1033
2024
Q3 		$456K Buy
10,767
+1,366
+15% +$55.9K 0.01% 972
2024
Q2 		$327K Buy
+9,401
New +$316K ﹤0.01% 1066

Other funds holding SHG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
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
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