TWD
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True Wealth Design’s Shinhan Financial Group SHG Stock Holding History

True Wealth Design’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 		$13.9K Buy
220
+111
+102% +$7.28K ﹤0.01% 949
2026
Q1 		$6.68K Buy
109
+35
+47% +$2.15K ﹤0.01% 1106
2025
Q4 		$3.97K Buy
74
+29
+64% +$1.53K ﹤0.01% 1189
2025
Q3 		$2.27K Buy
+45
New +$2.2K ﹤0.01% 1411

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

True Wealth Design's SHG Position: Q2 2026 in Review

True Wealth Design increased its Shinhan Financial Group (SHG) stake by 102% in Q2 2026, buying an estimated $7.28K and bringing the position to 220 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

True Wealth Design first reported a position in SHG in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • True Wealth Design held 220 shares of Shinhan Financial Group worth $13.9K as of Q2 2026.
  • True Wealth Design bought 111 Shinhan Financial Group shares in Q2 2026, an estimated $7.28K.
  • Shinhan Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #949 holding.
  • True Wealth Design first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.