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 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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LCAM

London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Virtus Family Office's SHG Position: Q1 2026 in Review

Virtus Family Office reduced its Shinhan Financial Group (SHG) stake by 8.9% in Q1 2026, selling an estimated $527K and leaving 87,785 shares worth $5.44M. The position accounts for 4.64% of the portfolio, ranked #3.

Virtus Family Office first reported a position in SHG in Q2 2023 and has held it in 7 quarters since. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

Virtus Family Office held 87,785 shares of Shinhan Financial Group worth $5.44M as of Q1 2026.
Virtus Family Office sold 8,588 Shinhan Financial Group shares in Q1 2026, an estimated $527K.
Shinhan Financial Group made up 4.64% of Virtus Family Office's portfolio in Q1 2026, its #3 holding.
Virtus Family Office first reported a position in Shinhan Financial Group in Q2 2023 and has held it in 7 quarters since.
286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.