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MW ADVISORY, LLC’s Shinhan Financial Group SHG Stock Holding History

MW ADVISORY, LLC’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 		$356K Buy
+5,622
New +$369K 0.14% 91

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
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

MW ADVISORY, LLC's SHG Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 5,622 shares worth $356K. The stake represents 0.14% of the portfolio and ranks #91 among its holdings.

135 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • MW ADVISORY, LLC held 5,622 shares of Shinhan Financial Group worth $356K as of Q2 2026.
  • Shinhan Financial Group was a new MW ADVISORY, LLC position in Q2 2026.
  • Shinhan Financial Group made up 0.14% of MW ADVISORY, LLC's portfolio in Q2 2026, its #91 holding.
  • 135 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.