SEI Investments
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SEI Investments’s Shinhan Financial Group SHG Stock Holding History

SEI Investments’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 		$10.4M Buy
133,383
+18,810
+16% +$1.42M 0.01% 1092
2026
Q2 		$7.25M Sell
114,573
-36,660
-24% -$2.41M 0.01% 1287
2026
Q1 		$9.27M Sell
151,233
-3,035
-2% -$186K 0.01% 1187
2025
Q4 		$8.27M Buy
154,268
+7,051
+5% +$372K 0.01% 1148
2025
Q3 		$7.42M Buy
147,217
+31,614
+27% +$1.55M 0.01% 1135
2025
Q2 		$5.22M Buy
115,603
+11,290
+11% +$430K 0.01% 1252
2025
Q1 		$3.35M Buy
104,313
+23,860
+30% +$800K ﹤0.01% 1437
2024
Q4 		$2.64M Sell
80,453
-13,762
-15% -$532K ﹤0.01% 1571
2024
Q3 		$3.99M Buy
94,215
+32,162
+52% +$1.32M 0.01% 1390
2024
Q2 		$2.16M Sell
62,053
-15
-0% -$504 ﹤0.01% 1599
2024
Q1 		$2.2M Buy
62,068
+36,993
+148% +$1.2M ﹤0.01% 1595
2023
Q4 		$772K Buy
25,075
+12,284
+96% +$338K ﹤0.01% 1956
2023
Q3 		$339K Buy
12,791
+1,470
+13% +$39.4K ﹤0.01% 2263
2023
Q2 		$295K Sell
11,321
-58
-0.5% -$1.54K ﹤0.01% 2339
2023
Q1 		$307K Buy
11,379
+7
+0.1% +$214 ﹤0.01% 2330
2022
Q4 		$318K Buy
11,372
+1,360
+14% +$36.6K ﹤0.01% 2175
2022
Q3 		$230K Buy
10,012
+98
+1% +$2.6K ﹤0.01% 2402
2022
Q2 		$286K Buy
9,914
+2,336
+31% +$75.9K ﹤0.01% 2342
2022
Q1 		$251K Buy
+7,578
New +$245K ﹤0.01% 2363
2018
Q3 		– Sell
-89
Closed -$3K – 3303
2018
Q2 		$3K Sell
89
-5
-5% -$213 ﹤0.01% 3296
2018
Q1 		$4K Buy
94
+5
+6% +$227 ﹤0.01% 3116
2017
Q4 		$4K Buy
89
+19
+27% +$852 ﹤0.01% 2992
2017
Q3 		$3K Buy
70
+69
+6,900% +$3.13K ﹤0.01% 2935
2017
Q2 		$0 Buy
+1
New +$43 ﹤0.01% 3261
2017
Q1 		– Sell
-9
Closed – – 3062
2016
Q4 		$0 Hold
9
– – ﹤0.01% 3039
2016
Q3 		$0 Hold
9
– – ﹤0.01% 2982
2016
Q2 		$0 Hold
9
– – ﹤0.01% 2743
2016
Q1 		$0 Hold
9
– – ﹤0.01% 2622
2015
Q4 		$0 Buy
+9
New +$328 ﹤0.01% 2669

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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

SEI Investments's SHG Position: Q3 2026 in Review

SEI Investments increased its Shinhan Financial Group (SHG) stake by 16% in Q3 2026, buying an estimated $1.42M and bringing the position to 133,383 shares worth $10.4M. The position accounts for 0.01% of the portfolio, ranked #1092.

SEI Investments first reported a position in SHG in Q4 2015 and has held it in 29 quarters since. 174 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • SEI Investments held 133,383 shares of Shinhan Financial Group worth $10.4M as of Q3 2026.
  • SEI Investments bought 18,810 Shinhan Financial Group shares in Q3 2026, an estimated $1.42M.
  • Shinhan Financial Group made up 0.01% of SEI Investments's portfolio in Q3 2026, its #1092 holding.
  • SEI Investments first reported a position in Shinhan Financial Group in Q4 2015 and has held it in 29 quarters since.
  • 174 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.