Pathstone Holdings
SHG icon

Pathstone Holdings’s Shinhan Financial Group SHG Stock Holding History

Pathstone 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
Q1 		$3.83M Sell
62,452
-30,824
-33% -$1.89M 0.02% 691
2025
Q4 		$5M Buy
93,276
+3,312
+4% +$175K 0.02% 564
2025
Q3 		$4.53M Buy
89,964
+140
+0.2% +$6.85K 0.02% 595
2025
Q2 		$4.06M Sell
89,824
-1,838
-2% -$70K 0.02% 625
2025
Q1 		$2.94M Buy
91,662
+19,108
+26% +$641K 0.01% 779
2024
Q4 		$2.38M Buy
72,554
+322
+0.4% +$12.5K 0.01% 878
2024
Q3 		$3.06M Buy
72,232
+36,815
+104% +$1.51M 0.01% 757
2024
Q2 		$1.23M Sell
35,417
-39
-0.1% -$1.31K 0.01% 1199
2024
Q1 		$1.26M Sell
35,456
-572
-2% -$18.5K 0.01% 1144
2023
Q4 		$1.11M Buy
+36,028
New +$990K 0.01% 1030

Other funds holding SHG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return