Stifel Financial
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Stifel Financial’s Shinhan Financial Group SHG Stock Holding History

Stifel Financial’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 		$758K Sell
11,981
-65
-0.5% -$4.26K ﹤0.01% 2724
2026
Q1 		$739K Buy
12,046
+1,443
+14% +$88.5K ﹤0.01% 2635
2025
Q4 		$569K Buy
10,603
+248
+2% +$13.1K ﹤0.01% 2789
2025
Q3 		$522K Sell
10,355
-17,469
-63% -$854K ﹤0.01% 2783
2025
Q2 		$1.26M Sell
27,824
-1,195
-4% -$45.5K ﹤0.01% 2176
2025
Q1 		$931K Sell
29,019
-5
-0% -$168 ﹤0.01% 2283
2024
Q4 		$954K Buy
29,024
+1,242
+4% +$48K ﹤0.01% 2275
2024
Q3 		$1.18M Buy
27,782
+15,256
+122% +$625K ﹤0.01% 2120
2024
Q2 		$436K Buy
12,526
+74
+0.6% +$2.49K ﹤0.01% 2712
2024
Q1 		$442K Buy
+12,452
New +$403K ﹤0.01% 2689
2022
Q1 		– Sell
-28,760
Closed -$889K – 3485
2021
Q4 		$889K Buy
28,760
+591
+2% +$19K ﹤0.01% 2210
2021
Q3 		$949K Buy
28,169
+741
+3% +$24.8K ﹤0.01% 2133
2021
Q2 		$984K Buy
27,428
+262
+1% +$9.41K ﹤0.01% 2108
2021
Q1 		$911K Buy
27,166
+746
+3% +$22.6K ﹤0.01% 2053
2020
Q4 		$786K Sell
26,420
-133
-0.5% -$3.8K ﹤0.01% 2026
2020
Q3 		$610K Buy
+26,553
New +$668K ﹤0.01% 1964
2020
Q1 		– Sell
-8,667
Closed -$328K – 3048
2019
Q4 		$328K Buy
8,667
+1,059
+14% +$39.2K ﹤0.01% 2493
2019
Q3 		$265K Sell
7,608
-20,772
-73% -$737K ﹤0.01% 2516
2019
Q2 		$1.1M Buy
28,380
+4,764
+20% +$184K ﹤0.01% 1739
2019
Q1 		$877K Sell
23,616
-304
-1% -$11.4K ﹤0.01% 1738
2018
Q4 		$849K Sell
23,920
-5,446
-19% -$206K ﹤0.01% 1637
2018
Q3 		$1.18M Buy
29,366
+410
+1% +$15.8K ﹤0.01% 1572
2018
Q2 		$1.11M Buy
28,956
+3,180
+12% +$136K ﹤0.01% 1539
2018
Q1 		$1.09M Buy
+25,776
New +$1.17M ﹤0.01% 1510

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

Stifel Financial's SHG Position: Q2 2026 in Review

Stifel Financial reduced its Shinhan Financial Group (SHG) stake by 0.54% in Q2 2026, selling an estimated $4.26K and leaving 11,981 shares worth $758K. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Stifel Financial first reported a position in SHG in Q1 2018 and has held it in 24 quarters since. The position peaked at $1.26M in Q2 2025. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Stifel Financial held 11,981 shares of Shinhan Financial Group worth $758K as of Q2 2026.
  • Stifel Financial sold 65 Shinhan Financial Group shares in Q2 2026, an estimated $4.26K.
  • Shinhan Financial Group made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2724 holding.
  • Stifel Financial first reported a position in Shinhan Financial Group in Q1 2018 and has held it in 24 quarters since.
  • Stifel Financial's Shinhan Financial Group position peaked at $1.26M in Q2 2025.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.