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Twin Peaks Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$23.1K Buy
+377
New +$23.1K 0.01% 662
2025
Q3 		– Sell
-239
Closed -$12.2K – 1768
2025
Q2 		$12.2K Buy
+239
New +$9.1K ﹤0.01% 827

Other funds holding SHG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Twin Peaks Wealth Advisors's SHG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Shinhan Financial Group (SHG) in Q1 2026: 377 shares worth $23.1K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in SHG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in SHG in Q2 2025 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 377 shares of Shinhan Financial Group worth $23.1K as of Q1 2026.
  • Shinhan Financial Group was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Shinhan Financial Group made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #662 holding.
  • Twin Peaks Wealth Advisors first reported a position in Shinhan Financial Group in Q2 2025 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.