SK
SHG icon

Sarah Ketterer’s Shinhan Financial Group SHG Stock Holding History

Sarah Ketterer’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 		$417K Sell
6,594
-246,982
-97% -$16.2M ﹤0.01% 105
2026
Q1 		$15.5M Sell
253,576
-326,220
-56% -$20M 0.19% 69
2025
Q4 		$31.1M Buy
579,796
+13,821
+2% +$729K 0.43% 51
2025
Q3 		$28.5M Buy
565,975
+15,837
+3% +$775K 0.38% 56
2025
Q2 		$24.9M Buy
550,138
+40,332
+8% +$1.54M 0.39% 54
2025
Q1 		$16.4M Buy
509,806
+184,167
+57% +$6.18M 0.34% 52
2024
Q4 		$10.7M Buy
325,639
+20,766
+7% +$803K 0.24% 61
2024
Q3 		$12.9M Buy
+304,873
New +$12.5M 0.32% 58
2018
Q3 		– Sell
-28,375
Closed -$1.09M – 90
2018
Q2 		$1.09M Buy
+28,375
New +$1.21M 0.01% 72

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

Sarah Ketterer's SHG Position: Q2 2026 in Review

Sarah Ketterer reduced its Shinhan Financial Group (SHG) stake by 97% in Q2 2026, selling an estimated $16.2M and leaving 6,594 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Sarah Ketterer first reported a position in SHG in Q2 2018 and has held it in 9 quarters since. The position peaked at $31.1M in Q4 2025. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Sarah Ketterer held 6,594 shares of Shinhan Financial Group worth $417K as of Q2 2026.
  • Sarah Ketterer sold 246,982 Shinhan Financial Group shares in Q2 2026, an estimated $16.2M.
  • Shinhan Financial Group made up ﹤0.01% of Sarah Ketterer's portfolio in Q2 2026, its #105 holding.
  • Sarah Ketterer first reported a position in Shinhan Financial Group in Q2 2018 and has held it in 9 quarters since.
  • Sarah Ketterer's Shinhan Financial Group position peaked at $31.1M in Q4 2025.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Causeway Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.