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

Spire 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	$9.93K	Hold	157	–	–	﹤0.01%	1652
2026 Q1	$9.63K	Sell	157 -286	-65%	-$17.5K	﹤0.01%	1628
2025 Q4	$23.8K	Buy	443 +286	+182%	+$15.1K	﹤0.01%	1421
2025 Q3	$7.91K	Buy	+157	New	+$7.68K	﹤0.01%	1839
2024 Q3	–	Sell	-80	Closed	-$2.79K	–	2255
2024 Q2	$2.79K	Hold	80	–	–	﹤0.01%	1950
2024 Q1	$2.84K	Hold	80	–	–	﹤0.01%	2032
2023 Q4	$2.23K	Hold	80	–	–	﹤0.01%	2120
2023 Q3	$2.12K	Hold	80	–	–	﹤0.01%	2128
2023 Q2	$2.08K	Hold	80	–	–	﹤0.01%	2190
2023 Q1	$2.15K	Hold	80	–	–	﹤0.01%	2243
2022 Q4	$2K	Hold	80	–	–	﹤0.01%	2100
2022 Q3	$2K	Buy	+80	New	+$2.12K	﹤0.01%	1994
2022 Q1	–	Sell	-248	Closed	-$8K	–	2830
2021 Q4	$8K	Buy	+248	New	+$7.96K	﹤0.01%	2461
2021 Q2	–	Sell	-248	Closed	-$8K	–	2918
2021 Q1	$8K	Buy	+248	New	+$7.51K	﹤0.01%	2488

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Spire Wealth Management held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 157 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Spire Wealth Management first reported a position in SHG in Q1 2021 and has held it in 14 quarters since. The position peaked at $23.8K in Q4 2025. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Spire Wealth Management held 157 shares of Shinhan Financial Group worth $9.93K as of Q2 2026.
Spire Wealth Management left its Shinhan Financial Group share count unchanged in Q2 2026.
Shinhan Financial Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1652 holding.
Spire Wealth Management first reported a position in Shinhan Financial Group in Q1 2021 and has held it in 14 quarters since.
Spire Wealth Management's Shinhan Financial Group position peaked at $23.8K in Q4 2025.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.