SAG
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SageView Advisory Group’s Shinhan Financial Group SHG Stock Holding History

SageView Advisory Group’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 		– Sell
-406
Closed -$21.8K – 2105
2025
Q4 		$21.8K Buy
+406
New +$21.4K ﹤0.01% 1416
2024
Q2 		– Sell
-1,724
Closed -$1.31M – 732
2024
Q1 		$1.31M Buy
+1,724
New +$55.7K 0.07% 162

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

SageView Advisory Group's SHG Position: Q1 2026 in Review

SageView Advisory Group sold out of Shinhan Financial Group (SHG) in Q1 2026, closing a stake of 406 shares — an estimated $21.8K sold.

SageView Advisory Group first reported a position in SHG in Q1 2024 and held it in 2 quarters. The position peaked at $1.31M in Q1 2024. 287 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • SageView Advisory Group reported no remaining Shinhan Financial Group position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 406 Shinhan Financial Group shares in Q1 2026, an estimated $21.8K.
  • SageView Advisory Group first reported a position in Shinhan Financial Group in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Shinhan Financial Group position peaked at $1.31M in Q1 2024.
  • 287 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.