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Shelton Capital Management’s Shinhan Financial Group SHG Stock Holding History

Shelton Capital 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
Q2 		$706K Buy
11,162
+208
+2% +$13.6K 0.01% 299
2026
Q1 		$672K Sell
10,954
-781
-7% -$47.9K 0.01% 310
2025
Q4 		$629K Hold
11,735
– – 0.01% 308
2025
Q3 		$591K Buy
+11,735
New +$574K 0.01% 316
2024
Q3 		– Sell
-6,275
Closed -$218K – 770
2024
Q2 		$218K Sell
6,275
-259
-4% -$8.71K 0.01% 648
2024
Q1 		$232K Sell
6,534
-312
-5% -$10.1K 0.01% 649
2023
Q4 		$211K Buy
+6,846
New +$188K 0.01% 675

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

Shelton Capital Management's SHG Position: Q2 2026 in Review

Shelton Capital Management increased its Shinhan Financial Group (SHG) stake by 1.9% in Q2 2026, buying an estimated $13.6K and bringing the position to 11,162 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #299.

Shelton Capital Management first reported a position in SHG in Q4 2023 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Shelton Capital Management held 11,162 shares of Shinhan Financial Group worth $706K as of Q2 2026.
  • Shelton Capital Management bought 208 Shinhan Financial Group shares in Q2 2026, an estimated $13.6K.
  • Shinhan Financial Group made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #299 holding.
  • Shelton Capital Management first reported a position in Shinhan Financial Group in Q4 2023 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.