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O'Shaughnessy Asset Management’s Shinhan Financial Group SHG Stock Holding History

O'Shaughnessy 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 		$13.7M Buy
217,214
+13,544
+7% +$889K 0.06% 305
2026
Q1 		$12.5M Buy
203,670
+9,574
+5% +$587K 0.06% 334
2025
Q4 		$10.4M Buy
194,096
+20,217
+12% +$1.07M 0.06% 348
2025
Q3 		$8.76M Buy
173,879
+11,097
+7% +$543K 0.05% 363
2025
Q2 		$7.35M Buy
162,782
+4,119
+3% +$157K 0.05% 377
2025
Q1 		$5.09M Sell
158,663
-1,673
-1% -$56.1K 0.04% 424
2024
Q4 		$5.27M Sell
160,336
-6,246
-4% -$242K 0.04% 393
2024
Q3 		$7.2M Sell
166,582
-12,339
-7% -$505K 0.06% 316
2024
Q2 		$6.23M Buy
178,921
+949
+0.5% +$31.9K 0.06% 318
2024
Q1 		$6.32M Buy
177,972
+22,536
+14% +$728K 0.07% 303
2023
Q4 		$4.78M Buy
155,436
+6,688
+4% +$184K 0.06% 318
2023
Q3 		$3.94M Buy
148,748
+14,474
+11% +$388K 0.06% 328
2023
Q2 		$3.5M Buy
134,274
+29,906
+29% +$796K 0.05% 339
2023
Q1 		$2.81M Buy
104,368
+25,488
+32% +$778K 0.04% 382
2022
Q4 		$2.2M Buy
78,880
+38,737
+96% +$1.04M 0.04% 414
2022
Q3 		$923K Sell
40,143
-25,402
-39% -$673K 0.02% 576
2022
Q2 		$1.87M Buy
65,545
+9,242
+16% +$300K 0.03% 403
2022
Q1 		$1.88M Sell
56,303
-46,606
-45% -$1.51M 0.03% 411
2021
Q4 		$3.18M Sell
102,909
-22,946
-18% -$736K 0.06% 292
2021
Q3 		$4.24M Buy
125,855
+13,403
+12% +$448K 0.09% 198
2021
Q2 		$4.03M Buy
112,452
+36,628
+48% +$1.32M 0.08% 205
2021
Q1 		$2.54M Buy
75,824
+32,259
+74% +$977K 0.06% 233
2020
Q4 		$1.3M Buy
43,565
+23,521
+117% +$671K 0.04% 288
2020
Q3 		$460K Buy
20,044
+6,259
+45% +$158K 0.01% 467
2020
Q2 		$332K Buy
13,785
+10,227
+287% +$250K 0.01% 501
2020
Q1 		$83K Buy
3,558
+3,507
+6,876% +$104K ﹤0.01% 667
2019
Q4 		$2K Buy
51
+20
+65% +$741 ﹤0.01% 1675
2019
Q3 		$1K Buy
31
+4
+15% +$142 ﹤0.01% 928
2019
Q2 		$1K Buy
+27
New +$1.04K ﹤0.01% 922

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

O'Shaughnessy Asset Management's SHG Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its Shinhan Financial Group (SHG) stake by 6.6% in Q2 2026, buying an estimated $889K and bringing the position to 217,214 shares worth $13.7M. The position accounts for 0.06% of the portfolio, ranked #305.

O'Shaughnessy Asset Management first reported a position in SHG in Q2 2019 and has held it in 29 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • O'Shaughnessy Asset Management held 217,214 shares of Shinhan Financial Group worth $13.7M as of Q2 2026.
  • O'Shaughnessy Asset Management bought 13,544 Shinhan Financial Group shares in Q2 2026, an estimated $889K.
  • Shinhan Financial Group made up 0.06% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #305 holding.
  • O'Shaughnessy Asset Management first reported a position in Shinhan Financial Group in Q2 2019 and has held it in 29 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

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