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
2026 Q2	$5.28K	Buy	+84	New	+$5.51K	﹤0.01%	3959
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 $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Steward Partners Investment Advisory's SHG Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 84 shares worth $5.28K. The stake represents ﹤0.01% of the portfolio and ranks #3959 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SHG as recently as Q2 2025.

Steward Partners Investment Advisory first reported a position in SHG in Q4 2017 and has held it in 14 quarters since. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Steward Partners Investment Advisory held 84 shares of Shinhan Financial Group worth $5.28K as of Q2 2026.
Shinhan Financial Group was a new Steward Partners Investment Advisory position in Q2 2026.
Shinhan Financial Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3959 holding.
Steward Partners Investment Advisory first reported a position in Shinhan Financial Group in Q4 2017 and has held it in 14 quarters since.
303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.