Ritholtz Wealth Management
SHG icon

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
Q3 		$7M Buy
90,166
+3,689
+4% +$279K 0.1% 136
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Virtus Family Office
Virtus Family Office El Paso, Texas $131M AUM 16.07% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co Frankfurt, Germany $11.5B AUM 29.17% 1-Year Est. Return

Ritholtz Wealth Management's SHG Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Shinhan Financial Group (SHG) stake by 4.3% in Q3 2026, buying an estimated $279K and bringing the position to 90,166 shares worth $7M. The position accounts for 0.1% of the portfolio, ranked #136.

Ritholtz Wealth Management first reported a position in SHG in Q3 2021 and has held it in 19 quarters since. 127 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • Ritholtz Wealth Management held 90,166 shares of Shinhan Financial Group worth $7M as of Q3 2026.
  • Ritholtz Wealth Management bought 3,689 Shinhan Financial Group shares in Q3 2026, an estimated $279K.
  • Shinhan Financial Group made up 0.1% of Ritholtz Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Ritholtz Wealth Management first reported a position in Shinhan Financial Group in Q3 2021 and has held it in 19 quarters since.
  • 127 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.