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Venturi Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Venturi Wealth Management’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 		$903K Buy
14,274
+4,123
+41% +$271K 0.03% 244
2026
Q1 		$622K Buy
10,151
+2,934
+41% +$180K 0.03% 299
2025
Q4 		$387K Buy
+7,217
New +$381K 0.02% 410
2025
Q1 		– Sell
-529
Closed -$17.4K – 1597
2024
Q4 		$17.4K Buy
529
+144
+37% +$5.57K ﹤0.01% 1291
2024
Q3 		$16.3K Buy
385
+309
+407% +$12.7K ﹤0.01% 1074
2024
Q2 		$2.65K Buy
+76
New +$2.56K ﹤0.01% 1330

Other funds holding SHG

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Venturi Wealth Management's SHG Position: Q2 2026 in Review

Venturi Wealth Management increased its Shinhan Financial Group (SHG) stake by 41% in Q2 2026, buying an estimated $271K and bringing the position to 14,274 shares worth $903K. The position accounts for 0.03% of the portfolio, ranked #244.

Venturi Wealth Management first reported a position in SHG in Q2 2024 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Venturi Wealth Management held 14,274 shares of Shinhan Financial Group worth $903K as of Q2 2026.
  • Venturi Wealth Management bought 4,123 Shinhan Financial Group shares in Q2 2026, an estimated $271K.
  • Shinhan Financial Group made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Venturi Wealth Management first reported a position in Shinhan Financial Group in Q2 2024 and has held it in 6 quarters since.
  • 49 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.