Osaic Holdings
SHG icon

Osaic Holdings’s Shinhan Financial Group SHG Stock Holding History

Osaic Holdings’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
Q3 		$927K Buy
11,917
+428
+4% +$32.4K ﹤0.01% 3052
2026
Q2 		$727K Buy
11,489
+1,206
+12% +$79.1K ﹤0.01% 3309
2026
Q1 		$631K Buy
10,283
+4,646
+82% +$285K ﹤0.01% 3131
2025
Q4 		$302K Buy
5,637
+4,036
+252% +$213K ﹤0.01% 3805
2025
Q3 		$80.4K Buy
1,601
+295
+23% +$14.4K ﹤0.01% 4960
2025
Q2 		$58.6K Buy
1,306
+1,038
+387% +$39.5K ﹤0.01% 4936
2025
Q1 		$8.6K Sell
268
-2,000
-88% -$67.1K ﹤0.01% 5871
2024
Q4 		$74.6K Buy
2,268
+1,090
+93% +$42.2K ﹤0.01% 4402
2024
Q3 		$49.9K Sell
1,178
-133
-10% -$5.44K ﹤0.01% 4754
2024
Q2 		$45.6K Buy
1,311
+1,005
+328% +$33.8K ﹤0.01% 4752
2024
Q1 		$10.9K Sell
306
-1,620
-84% -$52.4K ﹤0.01% 5702
2023
Q4 		$59.3K Sell
1,926
-788
-29% -$21.7K ﹤0.01% 4793
2023
Q3 		$71.9K Buy
2,714
+712
+36% +$19.1K ﹤0.01% 4751
2023
Q2 		$52.1K Sell
2,002
-427
-18% -$11.4K ﹤0.01% 4912
2023
Q1 		$65.4K Buy
2,429
+209
+9% +$6.38K ﹤0.01% 4777
2022
Q4 		$61.2K Sell
2,220
-2,209
-50% -$59.5K ﹤0.01% 4786
2022
Q3 		$103K Sell
4,429
-12,763
-74% -$338K ﹤0.01% 4351
2022
Q2 		$490K Buy
17,192
+1,721
+11% +$55.9K ﹤0.01% 2951
2022
Q1 		$573K Buy
15,471
+1,767
+13% +$57.1K ﹤0.01% 3103
2021
Q4 		$423K Sell
13,704
-311
-2% -$10K ﹤0.01% 3225
2021
Q3 		$472K Buy
14,015
+297
+2% +$9.9K ﹤0.01% 3093
2021
Q2 		$491K Buy
13,718
+471
+4% +$16.9K ﹤0.01% 3050
2021
Q1 		$442K Buy
13,247
+889
+7% +$26.9K ﹤0.01% 2999
2020
Q4 		$369K Buy
12,358
+1,624
+15% +$46.4K ﹤0.01% 2921
2020
Q3 		$246K Buy
10,734
+3,907
+57% +$98.4K ﹤0.01% 3045
2020
Q2 		$164K Buy
6,827
+2,563
+60% +$62.7K ﹤0.01% 3307
2020
Q1 		$100K Buy
+4,264
New +$126K ﹤0.01% 3479

Other funds holding SHG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WWML
W1M Wealth Management Ltd London $11.5B AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Osaic Holdings's SHG Position: Q3 2026 in Review

Osaic Holdings increased its Shinhan Financial Group (SHG) stake by 3.7% in Q3 2026, buying an estimated $32.4K and bringing the position to 11,917 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #3052.

Osaic Holdings first reported a position in SHG in Q1 2020 and has held it in 27 quarters since. 247 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Osaic Holdings held 11,917 shares of Shinhan Financial Group worth $927K as of Q3 2026.
  • Osaic Holdings bought 428 Shinhan Financial Group shares in Q3 2026, an estimated $32.4K.
  • Shinhan Financial Group made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #3052 holding.
  • Osaic Holdings first reported a position in Shinhan Financial Group in Q1 2020 and has held it in 27 quarters since.
  • 247 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.