Pzena Investment Management
SHG icon

Pzena Investment Management’s Shinhan Financial Group SHG Stock Holding History

Pzena Investment Management’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
Q1 		$42.4M Sell
690,651
-221,137
-24% -$13.6M 0.14% 92
2025
Q4 		$48.9M Sell
911,788
-40,974
-4% -$2.16M 0.15% 81
2025
Q3 		$48M Sell
952,762
-74,884
-7% -$3.66M 0.16% 86
2025
Q2 		$46.4M Sell
1,027,646
-51,050
-5% -$1.94M 0.15% 80
2025
Q1 		$34.6M Buy
1,078,696
+4,645
+0.4% +$156K 0.12% 98
2024
Q4 		$35.3M Buy
1,074,051
+829
+0.1% +$32.1K 0.12% 95
2024
Q3 		$45.5M Sell
1,073,222
-9,330
-0.9% -$382K 0.15% 81
2024
Q2 		$37.7M Buy
1,082,552
+236,236
+28% +$7.94M 0.13% 94
2024
Q1 		$30M Sell
846,316
-13,811
-2% -$446K 0.1% 104
2023
Q4 		$26.5M Buy
860,127
+830
+0.1% +$22.8K 0.1% 113
2023
Q3 		$22.8M Buy
859,297
+1,750
+0.2% +$46.9K 0.1% 115
2023
Q2 		$22.3M Sell
857,547
-31,682
-4% -$843K 0.1% 111
2023
Q1 		$24M Buy
889,229
+24,353
+3% +$743K 0.1% 110
2022
Q4 		$24.2M Buy
864,876
+137,460
+19% +$3.7M 0.11% 110
2022
Q3 		$16.7M Buy
727,416
+4,610
+0.6% +$122K 0.08% 112
2022
Q2 		$20.6M Hold
722,806
– – 0.09% 110
2022
Q1 		$24.2M Buy
722,806
+6,720
+0.9% +$217K 0.09% 112
2021
Q4 		$22.1M Buy
716,086
+31,520
+5% +$1.01M 0.08% 112
2021
Q3 		$23M Buy
684,566
+1,989
+0.3% +$66.5K 0.09% 107
2021
Q2 		$24.5M Sell
682,577
-3,560
-0.5% -$128K 0.1% 107
2021
Q1 		$23M Buy
686,137
+53,919
+9% +$1.63M 0.09% 111
2020
Q4 		$18.8M Buy
632,218
+250
+0% +$7.14K 0.09% 114
2020
Q3 		$14.5M Buy
631,968
+455,171
+257% +$11.5M 0.09% 113
2020
Q2 		$4.25M Sell
176,797
-320
-0.2% -$7.83K 0.03% 120
2020
Q1 		$4.13M Buy
177,117
+3,310
+2% +$98K 0.03% 122
2019
Q4 		$6.62M Sell
173,807
-797
-0.5% -$29.5K 0.03% 123
2019
Q3 		$6.11M Buy
174,604
+26,273
+18% +$933K 0.03% 122
2019
Q2 		$5.77M Sell
148,331
-154
-0.1% -$5.96K 0.03% 123
2019
Q1 		$5.52M Buy
148,485
+471
+0.3% +$17.7K 0.03% 125
2018
Q4 		$5.25M Buy
148,014
+2,290
+2% +$86.5K 0.03% 125
2018
Q3 		$5.85M Buy
145,724
+62,600
+75% +$2.42M 0.03% 123
2018
Q2 		$3.2M Buy
83,124
+2,156
+3% +$92K 0.02% 133
2018
Q1 		$3.43M Sell
80,968
-12,600
-13% -$572K 0.02% 132
2017
Q4 		$4.34M Buy
93,568
+15,724
+20% +$705K 0.02% 130
2017
Q3 		$3.45M Hold
77,844
– – 0.02% 134
2017
Q2 		$3.38M Buy
77,844
+17,569
+29% +$759K 0.02% 138
2017
Q1 		$2.52M Hold
60,275
– – 0.01% 138
2016
Q4 		$2.27M Buy
60,275
+26,675
+79% +$1.02M 0.01% 139
2016
Q3 		$1.22M Hold
33,600
– – 0.01% 139
2016
Q2 		$1.1M Buy
33,600
+1,375
+4% +$47.2K 0.01% 141
2016
Q1 		$1.14M Buy
32,225
+15,200
+89% +$496K 0.01% 148
2015
Q4 		$572K Hold
17,025
– – ﹤0.01% 148
2015
Q3 		$592K Sell
17,025
-29,300
-63% -$1.01M ﹤0.01% 147
2015
Q2 		$1.72M Hold
46,325
– – 0.01% 145
2015
Q1 		$1.73M Sell
46,325
-23,475
-34% -$918K 0.01% 148
2014
Q4 		$2.82M Buy
69,800
+2,200
+3% +$97.6K 0.02% 136
2014
Q3 		$3.07M Sell
67,600
-35,475
-34% -$1.73M 0.02% 141
2014
Q2 		$4.73M Buy
103,075
+2,600
+3% +$116K 0.03% 136
2014
Q1 		$4.42M Buy
100,475
+17,450
+21% +$724K 0.03% 125
2013
Q4 		$3.79M Buy
+83,025
New +$3.55M 0.02% 125

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pzena Investment Management's SHG Position: Q1 2026 in Review

Pzena Investment Management reduced its Shinhan Financial Group (SHG) stake by 24% in Q1 2026, selling an estimated $13.6M and leaving 690,651 shares worth $42.4M. The position accounts for 0.14% of the portfolio, ranked #92.

Pzena Investment Management first reported a position in SHG in Q4 2013 and has held it in 50 quarters since. The position peaked at $48.9M in Q4 2025. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Pzena Investment Management held 690,651 shares of Shinhan Financial Group worth $42.4M as of Q1 2026.
  • Pzena Investment Management sold 221,137 Shinhan Financial Group shares in Q1 2026, an estimated $13.6M.
  • Shinhan Financial Group made up 0.14% of Pzena Investment Management's portfolio in Q1 2026, its #92 holding.
  • Pzena Investment Management first reported a position in Shinhan Financial Group in Q4 2013 and has held it in 50 quarters since.
  • Pzena Investment Management's Shinhan Financial Group position peaked at $48.9M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Pzena Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.