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SHP Wealth Management’s Shinhan Financial Group SHG Stock Holding History

SHP Wealth 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 		$9.3K Buy
147
+22
+18% +$1.44K ﹤0.01% 1003
2026
Q1 		$7.67K Buy
+125
New +$7.67K ﹤0.01% 966

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

SHP Wealth Management's SHG Position: Q2 2026 in Review

SHP Wealth Management increased its Shinhan Financial Group (SHG) stake by 18% in Q2 2026, buying an estimated $1.44K and bringing the position to 147 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

SHP Wealth Management first reported a position in SHG in Q1 2026 and has held it in 2 quarters since. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • SHP Wealth Management held 147 shares of Shinhan Financial Group worth $9.3K as of Q2 2026.
  • SHP Wealth Management bought 22 Shinhan Financial Group shares in Q2 2026, an estimated $1.44K.
  • Shinhan Financial Group made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1003 holding.
  • SHP Wealth Management first reported a position in Shinhan Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.