SVB Wealth’s Shinhan Financial Group SHG Stock Holding History

SVB Wealth’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 Q1	–	Sell	-7,486	Closed	-$246K	–	1751
2024 Q4	$246K	Buy	+7,486	New	+$290K	﹤0.01%	621
2024 Q3	–	Sell	-8,364	Closed	-$291K	–	502
2024 Q2	$291K	Sell	8,364 -198	-2%	-$6.66K	0.01%	567
2024 Q1	$304K	Sell	8,562 -61	-0.7%	-$1.97K	0.01%	628
2023 Q4	$265K	Sell	8,623 -46	-0.5%	-$1.26K	0.01%	672
2023 Q3	$230K	Sell	8,669 -1,264	-13%	-$33.9K	0.01%	702
2023 Q2	$259K	Buy	+9,933	New	+$264K	﹤0.01%	731
2023 Q1	–	Sell	-9,010	Closed	-$252K	–	1071
2022 Q4	$252K	Buy	+9,010	New	+$243K	﹤0.01%	817
2021 Q4	–	Sell	-41,453	Closed	-$1.4M	–	931
2021 Q3	$1.4M	Sell	41,453 -15,067	-27%	-$504K	0.02%	321
2021 Q2	$2.03M	Buy	56,520 +34,407	+156%	+$1.24M	0.03%	255
2021 Q1	$742K	Sell	22,113 -918	-4%	-$27.8K	0.01%	424
2020 Q4	$685K	Buy	+23,031	New	+$657K	0.01%	400

Other funds holding SHG

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

BlackRock New York $5.72T AUM 30.48% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

SVB Wealth's SHG Position: Q1 2025 in Review

SVB Wealth sold out of Shinhan Financial Group (SHG) in Q1 2025, closing a stake of 7,486 shares — an estimated $246K sold.

SVB Wealth first reported a position in SHG in Q4 2020 and held it in 11 quarters. The position peaked at $2.03M in Q2 2021. 208 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

SVB Wealth reported no remaining Shinhan Financial Group position as of Q1 2025 after selling out during the quarter.
SVB Wealth sold 7,486 Shinhan Financial Group shares in Q1 2025, an estimated $246K.
SVB Wealth first reported a position in Shinhan Financial Group in Q4 2020 and held it in 11 quarters.
SVB Wealth's Shinhan Financial Group position peaked at $2.03M in Q2 2021.
208 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on SVB Wealth's 13F filing for Q1 2025, filed 14 May 2025.