Valeo Financial Advisors’s Shinhan Financial Group SHG Stock Holding History

Valeo 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	$213K	Buy	+3,365	New	+$221K	﹤0.01%	739
2021 Q2	–	Sell	-568	Closed	-$19K	–	1593
2021 Q1	$19K	Sell	568 -196	-26%	-$5.94K	﹤0.01%	1183
2020 Q4	$23K	Sell	764 -18	-2%	-$514	﹤0.01%	995
2020 Q3	$18K	Buy	782 +477	+156%	+$12K	﹤0.01%	946
2020 Q2	$7K	Buy	305 +50	+20%	+$1.22K	﹤0.01%	1414
2020 Q1	$6K	Buy	255 +113	+80%	+$3.34K	﹤0.01%	1267
2019 Q4	$5K	Hold	142	–	–	﹤0.01%	1294
2019 Q3	$5K	Hold	142	–	–	﹤0.01%	1207
2019 Q2	$6K	Hold	142	–	–	﹤0.01%	1171
2019 Q1	$5K	Buy	142 +99	+230%	+$3.72K	﹤0.01%	1191
2018 Q4	$2K	Sell	43 -100	-70%	-$3.77K	﹤0.01%	1316
2018 Q3	$5K	Sell	143 -2	-1%	-$77	﹤0.01%	1222
2018 Q2	$5K	Sell	145 -25	-15%	-$1.07K	﹤0.01%	1154
2018 Q1	$7K	Buy	170 +25	+17%	+$1.14K	﹤0.01%	1042
2017 Q4	$7K	Hold	145	–	–	﹤0.01%	929
2017 Q3	$6K	Buy	+145	New	+$6.59K	﹤0.01%	842

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valeo Financial Advisors's SHG Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 3,365 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in SHG as recently as Q1 2021.

Valeo Financial Advisors first reported a position in SHG in Q3 2017 and has held it in 16 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Valeo Financial Advisors held 3,365 shares of Shinhan Financial Group worth $213K as of Q2 2026.
Shinhan Financial Group was a new Valeo Financial Advisors position in Q2 2026.
Shinhan Financial Group made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #739 holding.
Valeo Financial Advisors first reported a position in Shinhan Financial Group in Q3 2017 and has held it in 16 quarters since.
302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.