Orion Portfolio Solutions’s Shinhan Financial Group SHG Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.94M	Sell	60,343 -21,080	-26%	-$707K	0.02%	723
2024 Q4	$2.68M	Buy	81,423 +5,822	+8%	+$225K	0.03%	554
2024 Q3	$3.2M	Sell	75,601 -290	-0.4%	-$11.9K	0.03%	473
2024 Q2	$2.64M	Sell	75,891 -2,424	-3%	-$81.5K	0.03%	521
2024 Q1	$2.78M	Buy	78,315 +23,780	+44%	+$769K	0.03%	513
2023 Q4	$1.55M	Sell	54,535 -4,185	-7%	-$115K	0.02%	752
2023 Q3	$1.56M	Sell	58,720 -2,191	-4%	-$58.8K	0.02%	722
2023 Q2	$1.59M	Sell	60,911 -69	-0.1%	-$1.84K	0.02%	757
2023 Q1	$1.64M	Buy	+60,980	New	+$1.86M	0.02%	672

Other funds holding SHG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Orion Portfolio Solutions's SHG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Shinhan Financial Group (SHG) stake by 26% in Q1 2025, selling an estimated $707K and leaving 60,343 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #723.

Orion Portfolio Solutions first reported a position in SHG in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.2M in Q3 2024. 209 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

Orion Portfolio Solutions held 60,343 shares of Shinhan Financial Group worth $1.94M as of Q1 2025.
Orion Portfolio Solutions sold 21,080 Shinhan Financial Group shares in Q1 2025, an estimated $707K.
Shinhan Financial Group made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #723 holding.
Orion Portfolio Solutions first reported a position in Shinhan Financial Group in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Shinhan Financial Group position peaked at $3.2M in Q3 2024.
209 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.