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Oppenheimer Asset Management’s Shinhan Financial Group SHG Stock Holding History

Oppenheimer Asset 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 		– Sell
-12,194
Closed -$748K – 1176
2026
Q1 		$748K Sell
12,194
-11,031
-47% -$677K 0.01% 796
2025
Q4 		$1.25M Buy
23,225
+1,549
+7% +$81.7K 0.02% 626
2025
Q3 		$1.09M Sell
21,676
-5,833
-21% -$285K 0.01% 729
2025
Q2 		$1.24M Buy
27,509
+308
+1% +$11.7K 0.01% 699
2025
Q1 		$873K Buy
27,201
+8,507
+46% +$285K 0.01% 749
2024
Q4 		$615K Sell
18,694
-2,338
-11% -$90.4K 0.01% 820
2024
Q3 		$891K Buy
21,032
+13,808
+191% +$565K 0.01% 748
2024
Q2 		$251K Buy
7,224
+421
+6% +$14.2K ﹤0.01% 1026
2024
Q1 		$241K Buy
+6,803
New +$220K ﹤0.01% 1004
2022
Q2 		– Sell
-6,152
Closed -$206K – 1211
2022
Q1 		$206K Buy
+6,152
New +$199K ﹤0.01% 1126
2021
Q4 		– Sell
-6,600
Closed -$222K – 1253
2021
Q3 		$222K Sell
6,600
-68
-1% -$2.27K ﹤0.01% 1122
2021
Q2 		$239K Sell
6,668
-203
-3% -$7.29K ﹤0.01% 1113
2021
Q1 		$230K Buy
+6,871
New +$208K ﹤0.01% 1079
2020
Q3 		– Sell
-8,918
Closed -$215K – 1127
2020
Q2 		$215K Buy
8,918
+650
+8% +$15.9K ﹤0.01% 1005
2020
Q1 		$193K Sell
8,268
-2,723
-25% -$80.6K ﹤0.01% 980
2019
Q4 		$418K Sell
10,991
-889
-7% -$32.9K 0.01% 872
2019
Q3 		$416K Sell
11,880
-3,643
-23% -$129K 0.01% 852
2019
Q2 		$604K Sell
15,523
-864
-5% -$33.4K 0.01% 766
2019
Q1 		$609K Sell
16,387
-1,539
-9% -$57.8K 0.01% 747
2018
Q4 		$636K Buy
17,926
+1,112
+7% +$42K 0.02% 684
2018
Q3 		$675K Sell
16,814
-816
-5% -$31.5K 0.02% 721
2018
Q2 		$678K Sell
17,630
-881
-5% -$37.6K 0.02% 707
2018
Q1 		$785K Sell
18,511
-1,009
-5% -$45.8K 0.02% 661
2017
Q4 		$865K Hold
19,520
– – 0.02% 635
2017
Q3 		$865K Sell
19,520
-11
-0.1% -$500 0.02% 638
2017
Q2 		$849K Buy
19,531
+915
+5% +$39.5K 0.02% 634
2017
Q1 		$778K Buy
+18,616
New +$757K 0.02% 655

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

Oppenheimer Asset Management's SHG Position: Q2 2026 in Review

Oppenheimer Asset Management sold out of Shinhan Financial Group (SHG) in Q2 2026, closing a stake of 12,194 shares — an estimated $748K sold.

Oppenheimer Asset Management first reported a position in SHG in Q1 2017 and held it in 27 quarters. The position peaked at $1.25M in Q4 2025. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Oppenheimer Asset Management reported no remaining Shinhan Financial Group position as of Q2 2026 after selling out during the quarter.
  • Oppenheimer Asset Management sold 12,194 Shinhan Financial Group shares in Q2 2026, an estimated $748K.
  • Oppenheimer Asset Management first reported a position in Shinhan Financial Group in Q1 2017 and held it in 27 quarters.
  • Oppenheimer Asset Management's Shinhan Financial Group position peaked at $1.25M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.