Steward Partners Investment Advisory’s Shinhan Financial Group SHG Stock Holding History

Steward Partners Investment Advisory’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
2025 Q3	–	Sell	-14	Closed	-$633	–	4372
2025 Q2	$633	Hold	14	–	–	﹤0.01%	3939
2025 Q1	$449	Sell	14 -106	-88%	-$3.55K	﹤0.01%	3868
2024 Q4	$3.95K	Buy	+120	New	+$4.64K	﹤0.01%	3448
2020 Q4	–	Sell	-75	Closed	-$2K	–	2980
2020 Q3	$2K	Hold	75	–	–	﹤0.01%	2597
2020 Q2	$2K	Hold	75	–	–	﹤0.01%	2492
2020 Q1	$1K	Sell	75 -1	-1%	-$30	﹤0.01%	2419
2019 Q4	$2K	Hold	76	–	–	﹤0.01%	2449
2019 Q3	$2K	Hold	76	–	–	﹤0.01%	2449
2019 Q2	$2K	Buy	+76	New	+$2.94K	﹤0.01%	2458
2018 Q4	–	Sell	-75	Closed	-$3K	–	1922
2018 Q3	$3K	Hold	75	–	–	﹤0.01%	2297
2018 Q2	$3K	Hold	75	–	–	﹤0.01%	2141
2018 Q1	$3K	Hold	75	–	–	﹤0.01%	1938
2017 Q4	$3K	Buy	+75	New	+$3.36K	﹤0.01%	1649

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Steward Partners Investment Advisory's SHG Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of Shinhan Financial Group (SHG) in Q3 2025, closing a stake of 14 shares — an estimated $633 sold.

Steward Partners Investment Advisory first reported a position in SHG in Q4 2017 and held it in 13 quarters. The position peaked at $3.95K in Q4 2024. 238 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

Steward Partners Investment Advisory reported no remaining Shinhan Financial Group position as of Q3 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 14 Shinhan Financial Group shares in Q3 2025, an estimated $633.
Steward Partners Investment Advisory first reported a position in Shinhan Financial Group in Q4 2017 and held it in 13 quarters.
Steward Partners Investment Advisory's Shinhan Financial Group position peaked at $3.95K in Q4 2024.
238 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.