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Sivia Capital Partners’s Shinhan Financial Group SHG Stock Holding History

Sivia Capital Partners’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 		$564K Buy
8,920
+4,656
+109% +$305K 0.07% 316
2026
Q1 		$261K Sell
4,264
-1,811
-30% -$111K 0.05% 381
2025
Q4 		$326K Sell
6,075
-229
-4% -$12.1K 0.07% 376
2025
Q3 		$318K Sell
6,304
-456
-7% -$22.3K 0.09% 305
2025
Q2 		$305K Sell
6,760
-1,473
-18% -$56.1K 0.1% 279
2025
Q1 		$264K Sell
8,233
-370
-4% -$12.4K 0.12% 186
2024
Q4 		$283K Sell
8,603
-26
-0.3% -$1.01K 0.14% 125
2024
Q3 		$366K Sell
8,629
-161
-2% -$6.59K 0.22% 92
2024
Q2 		$306K Sell
8,790
-233
-3% -$7.83K 0.2% 104
2024
Q1 		$320K Sell
9,023
-38
-0.4% -$1.23K 0.22% 98
2023
Q4 		$279K Buy
+9,061
New +$249K 0.21% 103

Other funds holding SHG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Sivia Capital Partners's SHG Position: Q2 2026 in Review

Sivia Capital Partners increased its Shinhan Financial Group (SHG) stake by 109% in Q2 2026, buying an estimated $305K and bringing the position to 8,920 shares worth $564K. The position accounts for 0.07% of the portfolio, ranked #316.

Sivia Capital Partners first reported a position in SHG in Q4 2023 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Sivia Capital Partners held 8,920 shares of Shinhan Financial Group worth $564K as of Q2 2026.
  • Sivia Capital Partners bought 4,656 Shinhan Financial Group shares in Q2 2026, an estimated $305K.
  • Shinhan Financial Group made up 0.07% of Sivia Capital Partners's portfolio in Q2 2026, its #316 holding.
  • Sivia Capital Partners first reported a position in Shinhan Financial Group in Q4 2023 and has held it in 11 quarters since.
  • 60 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.