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Sequoia Financial Advisors’s Shinhan Financial Group SHG Stock Holding History

Sequoia Financial Advisors’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 		$2.82M Buy
44,560
+6,558
+17% +$430K 0.01% 496
2026
Q1 		$2.33M Buy
38,002
+8,473
+29% +$520K 0.01% 554
2025
Q4 		$1.58M Buy
29,529
+3,253
+12% +$172K 0.01% 671
2025
Q3 		$1.32M Buy
26,276
+1,342
+5% +$65.6K 0.01% 668
2025
Q2 		$1.13M Buy
24,934
+5,150
+26% +$196K 0.01% 644
2025
Q1 		$635K Sell
19,784
-1,661
-8% -$55.7K ﹤0.01% 767
2024
Q4 		$705K Sell
21,445
-162
-0.7% -$6.27K 0.01% 687
2024
Q3 		$915K Sell
21,607
-384
-2% -$15.7K 0.01% 570
2024
Q2 		$766K Buy
21,991
+953
+5% +$32K 0.01% 557
2024
Q1 		$747K Buy
21,038
+193
+0.9% +$6.24K 0.01% 565
2023
Q4 		$642K Sell
20,845
-614
-3% -$16.9K 0.01% 664
2023
Q3 		$568K Sell
21,459
-1,884
-8% -$50.5K 0.01% 483
2023
Q2 		$608K Buy
23,343
+2,647
+13% +$70.4K 0.01% 461
2023
Q1 		$558K Sell
20,696
-240
-1% -$7.33K 0.01% 438
2022
Q4 		$585K Buy
20,936
+9,815
+88% +$264K 0.01% 394
2022
Q3 		$256K Sell
11,121
-1,580
-12% -$41.8K 0.01% 435
2022
Q2 		$363K Buy
12,701
+747
+6% +$24.3K 0.01% 396
2022
Q1 		$400K Buy
11,954
+4,964
+71% +$160K 0.01% 413
2021
Q4 		$216K Buy
+6,990
New +$224K 0.01% 533

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

Sequoia Financial Advisors's SHG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Shinhan Financial Group (SHG) stake by 17% in Q2 2026, buying an estimated $430K and bringing the position to 44,560 shares worth $2.82M. The position accounts for 0.01% of the portfolio, ranked #496.

Sequoia Financial Advisors first reported a position in SHG in Q4 2021 and has held it in 19 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Sequoia Financial Advisors held 44,560 shares of Shinhan Financial Group worth $2.82M as of Q2 2026.
  • Sequoia Financial Advisors bought 6,558 Shinhan Financial Group shares in Q2 2026, an estimated $430K.
  • Shinhan Financial Group made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #496 holding.
  • Sequoia Financial Advisors first reported a position in Shinhan Financial Group in Q4 2021 and has held it in 19 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.