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Optas LLC’s Shinhan Financial Group SHG Stock Holding History

Optas LLC’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 		$229K Buy
+3,625
New +$238K 0.03% 400

Other funds holding SHG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Optas LLC's SHG Position: Q2 2026 in Review

Optas LLC opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 3,625 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #400 among its holdings.

60 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Optas LLC held 3,625 shares of Shinhan Financial Group worth $229K as of Q2 2026.
  • Shinhan Financial Group was a new Optas LLC position in Q2 2026.
  • Shinhan Financial Group made up 0.03% of Optas LLC's portfolio in Q2 2026, its #400 holding.
  • 60 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.