Private Advisor Group’s Shinhan Financial Group SHG Stock Holding History

Private Advisor Group’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	$203K	Buy	+2,619	New	+$198K	﹤0.01%	2885
2020 Q3	–	Sell	-60	Closed	-$1K	–	3116
2020 Q2	$1K	Buy	+60	New	+$1.47K	﹤0.01%	3750
2020 Q1	–	Sell	-6,665	Closed	-$253K	–	1611
2019 Q4	$253K	Buy	6,665 +105	+2%	+$3.89K	﹤0.01%	1355
2019 Q3	$229K	Buy	+6,560	New	+$233K	﹤0.01%	1443

Other funds holding SHG

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Private Advisor Group's SHG Position: Q3 2026 in Review

Private Advisor Group opened a new position in Shinhan Financial Group (SHG) in Q3 2026: 2,619 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #2885 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in SHG as recently as Q2 2020.

Private Advisor Group first reported a position in SHG in Q3 2019 and has held it in 4 quarters since. The position peaked at $253K in Q4 2019. 174 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

Private Advisor Group held 2,619 shares of Shinhan Financial Group worth $203K as of Q3 2026.
Shinhan Financial Group was a new Private Advisor Group position in Q3 2026.
Shinhan Financial Group made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2885 holding.
Private Advisor Group first reported a position in Shinhan Financial Group in Q3 2019 and has held it in 4 quarters since.
Private Advisor Group's Shinhan Financial Group position peaked at $253K in Q4 2019.
174 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.