Vestmark Advisory Solutions’s Shinhan Financial Group SHG Stock Holding History

Vestmark Advisory Solutions’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	$2M	Sell	31,627 -2,196	-6%	-$144K	0.02%	713
2026 Q1	$2.07M	Sell	33,823 -9,246	-21%	-$567K	0.02%	611
2025 Q4	$2.31M	Buy	43,069 +37,064	+617%	+$1.96M	0.03%	532
2025 Q3	$302K	Buy	6,005 +1,274	+27%	+$62.3K	0.01%	785
2025 Q2	$214K	Buy	+4,731	New	+$180K	﹤0.01%	750

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

Vestmark Advisory Solutions's SHG Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Shinhan Financial Group (SHG) stake by 6.5% in Q2 2026, selling an estimated $144K and leaving 31,627 shares worth $2M. The position accounts for 0.02% of the portfolio, ranked #713.

Vestmark Advisory Solutions first reported a position in SHG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.31M in Q4 2025. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Vestmark Advisory Solutions held 31,627 shares of Shinhan Financial Group worth $2M as of Q2 2026.
Vestmark Advisory Solutions sold 2,196 Shinhan Financial Group shares in Q2 2026, an estimated $144K.
Shinhan Financial Group made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #713 holding.
Vestmark Advisory Solutions first reported a position in Shinhan Financial Group in Q2 2025 and has held it in 5 quarters since.
Vestmark Advisory Solutions's Shinhan Financial Group position peaked at $2.31M in Q4 2025.
301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.