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Ritholtz Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Ritholtz Wealth 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 		$5.47M Buy
86,477
+5,459
+7% +$358K 0.08% 167
2026
Q1 		$4.97M Buy
81,018
+4,124
+5% +$253K 0.09% 160
2025
Q4 		$4.12M Buy
76,894
+1,997
+3% +$105K 0.08% 185
2025
Q3 		$3.77M Buy
74,897
+3,754
+5% +$184K 0.07% 182
2025
Q2 		$3.21M Buy
71,143
+3,187
+5% +$121K 0.07% 186
2025
Q1 		$2.18M Sell
67,956
-8,589
-11% -$288K 0.07% 233
2024
Q4 		$2.52M Sell
76,545
-2,338
-3% -$90.4K 0.07% 189
2024
Q3 		$3.34M Buy
78,883
+1,541
+2% +$63.1K 0.1% 140
2024
Q2 		$2.69M Sell
77,342
-1,038
-1% -$34.9K 0.09% 154
2024
Q1 		$2.78M Buy
78,380
+15,607
+25% +$504K 0.1% 145
2023
Q4 		$1.93M Buy
62,773
+14,025
+29% +$386K 0.08% 174
2023
Q3 		$1.29M Buy
48,748
+4,904
+11% +$132K 0.06% 221
2023
Q2 		$1.14M Buy
43,844
+24,888
+131% +$662K 0.05% 242
2023
Q1 		$511K Buy
+18,956
New +$579K 0.03% 397
2022
Q3 		– Sell
-12,373
Closed -$353K – 740
2022
Q2 		$353K Buy
12,373
+812
+7% +$26.4K 0.02% 384
2022
Q1 		$386K Buy
11,561
+4,325
+60% +$140K 0.03% 363
2021
Q4 		$224K Sell
7,236
-204
-3% -$6.54K 0.01% 477
2021
Q3 		$251K Buy
+7,440
New +$249K 0.02% 420

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ritholtz Wealth Management's SHG Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Shinhan Financial Group (SHG) stake by 6.7% in Q2 2026, buying an estimated $358K and bringing the position to 86,477 shares worth $5.47M. The position accounts for 0.08% of the portfolio, ranked #167.

Ritholtz Wealth Management first reported a position in SHG in Q3 2021 and has held it in 18 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Ritholtz Wealth Management held 86,477 shares of Shinhan Financial Group worth $5.47M as of Q2 2026.
  • Ritholtz Wealth Management bought 5,459 Shinhan Financial Group shares in Q2 2026, an estimated $358K.
  • Shinhan Financial Group made up 0.08% of Ritholtz Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Ritholtz Wealth Management first reported a position in Shinhan Financial Group in Q3 2021 and has held it in 18 quarters since.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.