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Physician Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

Physician Wealth Advisors’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 		$17.8K Buy
282
+171
+154% +$11.2K ﹤0.01% 699
2026
Q1 		$6.81K Buy
111
+12
+12% +$736 ﹤0.01% 911
2025
Q4 		$5.31K Buy
99
+19
+24% +$1K ﹤0.01% 958
2025
Q3 		$4.03K Hold
80
– – ﹤0.01% 984
2025
Q2 		$3.62K Buy
80
+43
+116% +$1.64K ﹤0.01% 880
2025
Q1 		$1.19K Sell
37
-24
-39% -$805 ﹤0.01% 984
2024
Q4 		$2.01K Buy
+61
New +$2.36K ﹤0.01% 847

Other funds holding SHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Physician Wealth Advisors's SHG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Shinhan Financial Group (SHG) stake by 154% in Q2 2026, buying an estimated $11.2K and bringing the position to 282 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Physician Wealth Advisors first reported a position in SHG in Q4 2024 and has held it in 7 quarters since. 97 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Physician Wealth Advisors held 282 shares of Shinhan Financial Group worth $17.8K as of Q2 2026.
  • Physician Wealth Advisors bought 171 Shinhan Financial Group shares in Q2 2026, an estimated $11.2K.
  • Shinhan Financial Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #699 holding.
  • Physician Wealth Advisors first reported a position in Shinhan Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 97 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.