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Principal Securities’s Shinhan Financial Group SHG Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-249
Closed -$12.5K – 3157
2025
Q3 		$12.5K Buy
249
+81
+48% +$3.96K ﹤0.01% 2629
2025
Q2 		$7.59K Buy
168
+69
+70% +$2.63K ﹤0.01% 2733
2025
Q1 		$3.25K Hold
99
– – ﹤0.01% 2916
2024
Q4 		$3.25K Sell
99
-22
-18% -$851 ﹤0.01% 2912
2024
Q3 		$5.13K Buy
121
+40
+49% +$1.64K ﹤0.01% 2666
2024
Q2 		$2.82K Buy
81
+4
+5% +$134 ﹤0.01% 2808
2024
Q1 		$2.73K Buy
77
+22
+40% +$711 ﹤0.01% 2782
2023
Q4 		$1.69K Buy
+55
New +$1.51K ﹤0.01% 2853

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities's SHG Position: Q4 2025 in Review

Principal Securities sold out of Shinhan Financial Group (SHG) in Q4 2025, closing a stake of 249 shares — an estimated $12.5K sold.

Principal Securities first reported a position in SHG in Q4 2023 and held it in 8 quarters. The position peaked at $12.5K in Q3 2025. 271 funds tracked by Wall St. Rank hold SHG as of Q4 2025.

  • Principal Securities reported no remaining Shinhan Financial Group position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 249 Shinhan Financial Group shares in Q4 2025, an estimated $12.5K.
  • Principal Securities first reported a position in Shinhan Financial Group in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Shinhan Financial Group position peaked at $12.5K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.