QRG Capital Management’s Shinhan Financial Group SHG Stock Holding History

QRG Capital 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 Q2	$1.62M	Buy	25,601 +3,544	+16%	+$233K	0.01%	506
2026 Q1	$1.35M	Buy	22,057 +5,178	+31%	+$318K	0.01%	498
2025 Q4	$905K	Buy	16,879 +2,813	+20%	+$148K	0.01%	571
2025 Q3	$708K	Sell	14,066 -2,862	-17%	-$140K	0.01%	611
2025 Q2	$765K	Buy	16,928 +1,194	+8%	+$45.5K	0.01%	679
2025 Q1	$505K	Sell	15,734 -8,718	-36%	-$292K	0.01%	768
2024 Q4	$804K	Buy	24,452 +2,972	+14%	+$115K	0.01%	633
2024 Q3	$910K	Buy	21,480 +6,307	+42%	+$258K	0.01%	613
2024 Q2	$528K	Buy	15,173 +629	+4%	+$21.1K	0.01%	720
2024 Q1	$516K	Buy	14,544 +675	+5%	+$21.8K	0.01%	732
2023 Q4	$427K	Buy	13,869 +1,262	+10%	+$34.7K	0.01%	773
2023 Q3	$334K	Buy	+12,607	New	+$338K	0.01%	774

Other funds holding SHG

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return