Virtus Family Office’s Shinhan Financial Group SHG Stock Holding History

Virtus Family Office’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	$5.56M	Buy	87,921 +136	+0.2%	+$8.92K	4.4%	5
2026 Q1	$5.44M	Sell	87,785 -8,588	-9%	-$527K	4.64%	3
2025 Q4	$5.17M	Buy	96,373 +6,903	+8%	+$364K	4.45%	4
2025 Q3	$4.51M	Buy	+89,470	New	+$4.38M	4.22%	10
2024 Q2	–	Sell	-7,562	Closed	-$271K	–	49
2024 Q1	$271K	Hold	7,562	–	–	0.43%	35
2023 Q4	$233K	Sell	7,562 -3,454	-31%	-$95K	0.39%	36
2023 Q3	$296K	Hold	11,016	–	–	0.54%	35
2023 Q2	$292K	Buy	+11,016	New	+$293K	0.54%	40

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

Virtus Family Office's SHG Position: Q2 2026 in Review

Virtus Family Office increased its Shinhan Financial Group (SHG) stake by 0.15% in Q2 2026, buying an estimated $8.92K and bringing the position to 87,921 shares worth $5.56M. The position accounts for 4.4% of the portfolio, ranked #5.

Virtus Family Office first reported a position in SHG in Q2 2023 and has held it in 8 quarters since. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Virtus Family Office held 87,921 shares of Shinhan Financial Group worth $5.56M as of Q2 2026.
Virtus Family Office bought 136 Shinhan Financial Group shares in Q2 2026, an estimated $8.92K.
Shinhan Financial Group made up 4.4% of Virtus Family Office's portfolio in Q2 2026, its #5 holding.
Virtus Family Office first reported a position in Shinhan Financial Group in Q2 2023 and has held it in 8 quarters since.
302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Virtus Family Office's 13F filing for Q2 2026, filed 4 Aug 2026.