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Rise Advisors’s Shinhan Financial Group SHG Stock Holding History

Rise Advisors’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
-8
Closed -$403 – 1202
2025
Q3 		$403 Hold
8
– – ﹤0.01% 1448
2025
Q2 		$359 Buy
8
+6
+300% +$229 ﹤0.01% 1459
2025
Q1 		$61 Sell
2
-680
-100% -$22.8K ﹤0.01% 1469
2024
Q4 		$22.4K Buy
682
+5
+0.7% +$193 0.01% 576
2024
Q3 		$28.7K Buy
677
+5
+0.7% +$205 0.01% 438
2024
Q2 		$23.4K Buy
672
+12
+2% +$403 0.01% 522
2024
Q1 		$23.4K Buy
+660
New +$21.3K 0.01% 538

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

Rise Advisors's SHG Position: Q4 2025 in Review

Rise Advisors sold out of Shinhan Financial Group (SHG) in Q4 2025, closing a stake of 8 shares — an estimated $403 sold.

Rise Advisors first reported a position in SHG in Q1 2024 and held it in 7 quarters. The position peaked at $28.7K in Q3 2024. 271 funds tracked by Wall St. Rank hold SHG as of Q4 2025.

  • Rise Advisors reported no remaining Shinhan Financial Group position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 8 Shinhan Financial Group shares in Q4 2025, an estimated $403.
  • Rise Advisors first reported a position in Shinhan Financial Group in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Shinhan Financial Group position peaked at $28.7K in Q3 2024.
  • 271 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.