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Plan A Wealth’s Shinhan Financial Group SHG Stock Holding History

Plan A Wealth’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 		$968K Buy
15,305
+306
+2% +$20.1K 0.41% 30
2026
Q1 		$920K Sell
14,999
-59
-0.4% -$3.62K 0.44% 27
2025
Q4 		$808K Buy
15,058
+446
+3% +$23.5K 0.4% 29
2025
Q3 		$736K Buy
14,612
+972
+7% +$47.5K 0.37% 34
2025
Q2 		$616K Buy
13,640
+7,147
+110% +$272K 0.35% 49
2025
Q1 		$208K Buy
+6,493
New +$218K 0.16% 105

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

Plan A Wealth's SHG Position: Q2 2026 in Review

Plan A Wealth increased its Shinhan Financial Group (SHG) stake by 2% in Q2 2026, buying an estimated $20.1K and bringing the position to 15,305 shares worth $968K. The position accounts for 0.41% of the portfolio, ranked #30.

Plan A Wealth first reported a position in SHG in Q1 2025 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Plan A Wealth held 15,305 shares of Shinhan Financial Group worth $968K as of Q2 2026.
  • Plan A Wealth bought 306 Shinhan Financial Group shares in Q2 2026, an estimated $20.1K.
  • Shinhan Financial Group made up 0.41% of Plan A Wealth's portfolio in Q2 2026, its #30 holding.
  • Plan A Wealth first reported a position in Shinhan Financial Group in Q1 2025 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.