Perigon Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Perigon Wealth 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	$292K	Sell	4,613 -200	-4%	-$13.1K	﹤0.01%	1137
2026 Q1	$295K	Hold	4,813	–	–	0.01%	1027
2025 Q4	$258K	Buy	+4,813	New	+$254K	﹤0.01%	1088
2017 Q1	–	Sell	-503	Closed	-$21K	–	692
2016 Q4	$21K	Hold	503	–	–	﹤0.01%	465
2016 Q3	$18K	Buy	+503	New	+$17.9K	﹤0.01%	413

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Perigon Wealth Management's SHG Position: Q2 2026 in Review

Perigon Wealth Management reduced its Shinhan Financial Group (SHG) stake by 4.2% in Q2 2026, selling an estimated $13.1K and leaving 4,613 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Perigon Wealth Management first reported a position in SHG in Q3 2016 and has held it in 5 quarters since. The position peaked at $295K in Q1 2026. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Perigon Wealth Management held 4,613 shares of Shinhan Financial Group worth $292K as of Q2 2026.
Perigon Wealth Management sold 200 Shinhan Financial Group shares in Q2 2026, an estimated $13.1K.
Shinhan Financial Group made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1137 holding.
Perigon Wealth Management first reported a position in Shinhan Financial Group in Q3 2016 and has held it in 5 quarters since.
Perigon Wealth Management's Shinhan Financial Group position peaked at $295K in Q1 2026.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.