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Pinnacle Wealth Planning Services’s Shinhan Financial Group SHG Stock Holding History

Pinnacle Wealth Planning Services’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 		$223K Sell
3,633
-1,191
-25% -$73.1K 0.02% 440
2025
Q4 		$259K Buy
4,824
+457
+10% +$24.1K 0.03% 373
2025
Q3 		$220K Sell
4,367
-68
-2% -$3.33K 0.03% 418
2025
Q2 		$200K Buy
+4,435
New +$169K 0.03% 425
2024
Q4 		– Sell
-14,998
Closed -$636K – 536
2024
Q3 		$636K Buy
14,998
+1,466
+11% +$60K 0.09% 154
2024
Q2 		$471K Buy
13,532
+7
+0.1% +$235 0.07% 196
2024
Q1 		$480K Hold
13,525
– – 0.07% 196
2023
Q4 		$416K Sell
13,525
-2
-0% -$55 0.07% 203
2023
Q3 		$358K Buy
13,527
+8
+0.1% +$215 0.06% 216
2023
Q2 		$352K Sell
13,519
-1,559
-10% -$41.5K 0.06% 231
2023
Q1 		$406K Sell
15,078
-403
-3% -$12.3K 0.07% 211
2022
Q4 		$432K Sell
15,481
-2,951
-16% -$79.5K 0.08% 189
2022
Q3 		$424K Buy
18,432
+9,494
+106% +$251K 0.08% 168
2022
Q2 		$255K Sell
8,938
-2,344
-21% -$76.2K 0.05% 279
2022
Q1 		$377K Buy
11,282
+822
+8% +$26.6K 0.07% 221
2021
Q4 		$323K Buy
10,460
+2,229
+27% +$71.5K 0.06% 248
2021
Q3 		$277K Buy
8,231
+478
+6% +$16K 0.06% 256
2021
Q2 		$278K Buy
7,753
+60
+0.8% +$2.15K 0.06% 249
2021
Q1 		$258K Buy
7,693
+104
+1% +$3.15K 0.07% 243
2020
Q4 		$226K Buy
+7,589
New +$217K 0.05% 253

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

Pinnacle Wealth Planning Services's SHG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Shinhan Financial Group (SHG) stake by 25% in Q1 2026, selling an estimated $73.1K and leaving 3,633 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #440.

Pinnacle Wealth Planning Services first reported a position in SHG in Q4 2020 and has held it in 20 quarters since. The position peaked at $636K in Q3 2024. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,633 shares of Shinhan Financial Group worth $223K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,191 Shinhan Financial Group shares in Q1 2026, an estimated $73.1K.
  • Shinhan Financial Group made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #440 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shinhan Financial Group in Q4 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Shinhan Financial Group position peaked at $636K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.