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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
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 $5.72T 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 $60.8B 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

PDS Planning's SHG Position: Q1 2026 in Review

PDS Planning increased its Shinhan Financial Group (SHG) stake by 7.8% in Q1 2026, buying an estimated $71.8K and bringing the position to 16,075 shares worth $986K. The position accounts for 0.07% of the portfolio, ranked #141.

PDS Planning first reported a position in SHG in Q2 2021 and has held it in 17 quarters since. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • PDS Planning held 16,075 shares of Shinhan Financial Group worth $986K as of Q1 2026.
  • PDS Planning bought 1,170 Shinhan Financial Group shares in Q1 2026, an estimated $71.8K.
  • Shinhan Financial Group made up 0.07% of PDS Planning's portfolio in Q1 2026, its #141 holding.
  • PDS Planning first reported a position in Shinhan Financial Group in Q2 2021 and has held it in 17 quarters since.
  • 286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.