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PDS Planning’s Shinhan Financial Group SHG Stock Holding History

PDS Planning’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 		$1.23M Buy
19,494
+3,419
+21% +$224K 0.07% 130
2026
Q1 		$986K Buy
16,075
+1,170
+8% +$71.8K 0.07% 141
2025
Q4 		$799K Buy
14,905
+958
+7% +$50.5K 0.05% 175
2025
Q3 		$703K Sell
13,947
-285
-2% -$13.9K 0.05% 185
2025
Q2 		$643K Buy
14,232
+561
+4% +$21.4K 0.05% 193
2025
Q1 		$439K Buy
13,671
+785
+6% +$26.3K 0.04% 229
2024
Q4 		$424K Sell
12,886
-261
-2% -$10.1K 0.04% 218
2024
Q3 		$557K Sell
13,147
-243
-2% -$9.95K 0.05% 172
2024
Q2 		$466K Sell
13,390
-348
-3% -$11.7K 0.05% 183
2024
Q1 		$488K Buy
13,738
+121
+0.9% +$3.91K 0.05% 166
2023
Q4 		$419K Buy
13,617
+201
+1% +$5.53K 0.05% 168
2023
Q3 		$355K Buy
13,416
+642
+5% +$17.2K 0.05% 187
2023
Q2 		$333K Buy
12,774
+380
+3% +$10.1K 0.04% 193
2023
Q1 		$334K Buy
12,394
+4,588
+59% +$140K 0.05% 174
2022
Q4 		$218K Buy
+7,806
New +$210K 0.03% 191
2022
Q2 		– Sell
-6,952
Closed -$232K – 246
2022
Q1 		$232K Buy
+6,952
New +$225K 0.04% 179
2021
Q4 		– Sell
-7,540
Closed -$254K – 229
2021
Q3 		$254K Buy
7,540
+760
+11% +$25.4K 0.06% 150
2021
Q2 		$243K Buy
+6,780
New +$243K 0.06% 151

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

PDS Planning's SHG Position: Q2 2026 in Review

PDS Planning increased its Shinhan Financial Group (SHG) stake by 21% in Q2 2026, buying an estimated $224K and bringing the position to 19,494 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #130.

PDS Planning first reported a position in SHG in Q2 2021 and has held it in 18 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • PDS Planning held 19,494 shares of Shinhan Financial Group worth $1.23M as of Q2 2026.
  • PDS Planning bought 3,419 Shinhan Financial Group shares in Q2 2026, an estimated $224K.
  • Shinhan Financial Group made up 0.07% of PDS Planning's portfolio in Q2 2026, its #130 holding.
  • PDS Planning first reported a position in Shinhan Financial Group in Q2 2021 and has held it in 18 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.