Private Trust Company’s Shinhan Financial Group SHG Stock Holding History

Private Trust Company’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	$12.1K	Sell	191 -21	-10%	-$1.38K	﹤0.01%	2000
2026 Q1	$13K	Buy	212 +38	+22%	+$2.33K	﹤0.01%	1877
2025 Q4	$9.33K	Buy	174 +33	+23%	+$1.74K	﹤0.01%	1952
2025 Q3	$7.1K	Buy	141 +84	+147%	+$4.11K	﹤0.01%	2035
2025 Q2	$2.58K	Hold	57	–	–	﹤0.01%	2215
2025 Q1	$1.83K	Buy	+57	New	+$1.91K	﹤0.01%	2275
2022 Q4	–	Sell	-166	Closed	-$4K	–	2264
2022 Q3	$4K	Sell	166 -17	-9%	-$450	﹤0.01%	1759
2022 Q2	$5K	Buy	+183	New	+$5.95K	﹤0.01%	1767

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Private Trust Company's SHG Position: Q2 2026 in Review

Private Trust Company reduced its Shinhan Financial Group (SHG) stake by 9.9% in Q2 2026, selling an estimated $1.38K and leaving 191 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Private Trust Company first reported a position in SHG in Q2 2022 and has held it in 8 quarters since. The position peaked at $13K in Q1 2026. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Private Trust Company held 191 shares of Shinhan Financial Group worth $12.1K as of Q2 2026.
Private Trust Company sold 21 Shinhan Financial Group shares in Q2 2026, an estimated $1.38K.
Shinhan Financial Group made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2000 holding.
Private Trust Company first reported a position in Shinhan Financial Group in Q2 2022 and has held it in 8 quarters since.
Private Trust Company's Shinhan Financial Group position peaked at $13K in Q1 2026.
303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.