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
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% -$5.45K ﹤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% -$9.98K ﹤0.01% 3225
2021
Q3 		$472K Buy
14,015
+297
+2% +$9.93K ﹤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 $6.73T 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

Osaic Holdings's SHG Position: Q2 2026 in Review

Osaic Holdings increased its Shinhan Financial Group (SHG) stake by 12% in Q2 2026, buying an estimated $79.1K and bringing the position to 11,489 shares worth $727K. The position accounts for ﹤0.01% of the portfolio, ranked #3309.

Osaic Holdings first reported a position in SHG in Q1 2020 and has held it in 26 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Osaic Holdings held 11,489 shares of Shinhan Financial Group worth $727K as of Q2 2026.
  • Osaic Holdings bought 1,206 Shinhan Financial Group shares in Q2 2026, an estimated $79.1K.
  • Shinhan Financial Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3309 holding.
  • Osaic Holdings first reported a position in Shinhan Financial Group in Q1 2020 and has held it in 26 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.