PAW
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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
Q3 		$1.2M Buy
15,465
+160
+1% +$12.1K 0.43% 26
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Plan A Wealth's SHG Position: Q3 2026 in Review

Plan A Wealth increased its Shinhan Financial Group (SHG) stake by 1% in Q3 2026, buying an estimated $12.1K and bringing the position to 15,465 shares worth $1.2M. The position accounts for 0.43% of the portfolio, ranked #26.

Plan A Wealth first reported a position in SHG in Q1 2025 and has held it in 7 quarters since. 9 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Plan A Wealth held 15,465 shares of Shinhan Financial Group worth $1.2M as of Q3 2026.
  • Plan A Wealth bought 160 Shinhan Financial Group shares in Q3 2026, an estimated $12.1K.
  • Shinhan Financial Group made up 0.43% of Plan A Wealth's portfolio in Q3 2026, its #26 holding.
  • Plan A Wealth first reported a position in Shinhan Financial Group in Q1 2025 and has held it in 7 quarters since.
  • 9 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.