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UMB Bank’s Shinhan Financial Group SHG Stock Holding History

UMB Bank’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
Q3 		– Sell
-105
Closed -$4.74K – 2187
2025
Q2 		$4.74K Buy
+105
New +$4K ﹤0.01% 1842
2024
Q2 		– Sell
-61
Closed -$2.17K – 2212
2024
Q1 		$2.17K Hold
61
– – ﹤0.01% 1518
2023
Q4 		$1.88K Hold
61
– – ﹤0.01% 1500
2023
Q3 		$1.62K Hold
61
– – ﹤0.01% 1549
2023
Q2 		$1.59K Hold
61
– – ﹤0.01% 1536
2023
Q1 		$1.64K Hold
61
– – ﹤0.01% 1542
2022
Q4 		$2K Hold
61
– – ﹤0.01% 1569
2022
Q3 		$1K Sell
61
-123
-67% -$3.26K ﹤0.01% 1706
2022
Q2 		$5K Hold
184
– – ﹤0.01% 1592
2022
Q1 		$6K Hold
184
– – ﹤0.01% 1630
2021
Q4 		$6K Buy
+184
New +$5.9K ﹤0.01% 1604

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

UMB Bank's SHG Position: Q3 2025 in Review

UMB Bank sold out of Shinhan Financial Group (SHG) in Q3 2025, closing a stake of 105 shares — an estimated $4.74K sold.

UMB Bank first reported a position in SHG in Q4 2021 and held it in 11 quarters. The position peaked at $6K in Q1 2022. 238 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

  • UMB Bank reported no remaining Shinhan Financial Group position as of Q3 2025 after selling out during the quarter.
  • UMB Bank sold 105 Shinhan Financial Group shares in Q3 2025, an estimated $4.74K.
  • UMB Bank first reported a position in Shinhan Financial Group in Q4 2021 and held it in 11 quarters.
  • UMB Bank's Shinhan Financial Group position peaked at $6K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

Based on UMB Bank's 13F filing for Q3 2025, filed 4 Nov 2025.