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United Capital Financial Advisors’s Shinhan Financial Group SHG Stock Holding History

United Capital Financial 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
Q2 		$914K Buy
14,455
+3,725
+35% +$244K 0.01% 834
2026
Q1 		$658K Buy
10,730
+1,637
+18% +$100K ﹤0.01% 936
2025
Q4 		$488K Buy
9,093
+755
+9% +$39.8K ﹤0.01% 965
2025
Q3 		$420K Buy
8,338
+293
+4% +$14.3K ﹤0.01% 915
2025
Q2 		$363K Sell
8,045
-332
-4% -$12.6K ﹤0.01% 870
2025
Q1 		$269K Sell
8,377
-58
-0.7% -$1.95K ﹤0.01% 923
2024
Q4 		$277K Sell
8,435
-411
-5% -$15.9K ﹤0.01% 906
2024
Q3 		$375K Buy
8,846
+860
+11% +$35.2K ﹤0.01% 807
2024
Q2 		$278K Sell
7,986
-577
-7% -$19.4K ﹤0.01% 881
2024
Q1 		$304K Sell
8,563
-336
-4% -$10.9K ﹤0.01% 871
2023
Q4 		$274K Buy
+8,899
New +$245K ﹤0.01% 901
2020
Q1 		– Sell
-5,295
Closed -$202K – 1343
2019
Q4 		$202K Buy
+5,295
New +$196K ﹤0.01% 1282
2019
Q3 		– Sell
-16,215
Closed -$630K – 1457
2019
Q2 		$630K Buy
16,215
+10,636
+191% +$411K ﹤0.01% 964
2019
Q1 		$207K Sell
5,579
-245
-4% -$9.2K ﹤0.01% 1258
2018
Q4 		$207K Buy
5,824
+527
+10% +$19.9K ﹤0.01% 1193
2018
Q3 		$213K Buy
+5,297
New +$204K ﹤0.01% 1237

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

United Capital Financial Advisors's SHG Position: Q2 2026 in Review

United Capital Financial Advisors increased its Shinhan Financial Group (SHG) stake by 35% in Q2 2026, buying an estimated $244K and bringing the position to 14,455 shares worth $914K. The position accounts for 0.01% of the portfolio, ranked #834.

United Capital Financial Advisors first reported a position in SHG in Q3 2018 and has held it in 16 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • United Capital Financial Advisors held 14,455 shares of Shinhan Financial Group worth $914K as of Q2 2026.
  • United Capital Financial Advisors bought 3,725 Shinhan Financial Group shares in Q2 2026, an estimated $244K.
  • Shinhan Financial Group made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #834 holding.
  • United Capital Financial Advisors first reported a position in Shinhan Financial Group in Q3 2018 and has held it in 16 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.