RAFFA WEALTH MANAGEMENT, LLC’s Shinhan Financial Group SHG Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	$17.5K	Buy	277 +161	+139%	+$10.6K	﹤0.01%	312
2026 Q1	$7.11K	Hold	116	–	–	﹤0.01%	465
2025 Q4	$6.22K	Buy	116 +54	+87%	+$2.85K	﹤0.01%	478
2025 Q3	$3.12K	Buy	62 +24	+63%	+$1.17K	﹤0.01%	596
2025 Q2	$1.72K	Hold	38	–	–	﹤0.01%	730
2025 Q1	$1.22K	Hold	38	–	–	﹤0.01%	772
2024 Q4	$1.25K	Hold	38	–	–	﹤0.01%	806
2024 Q3	$1.61K	Sell	38 -35	-48%	-$1.43K	﹤0.01%	696
2024 Q2	$2.54K	Hold	73	–	–	﹤0.01%	662
2024 Q1	$2.59K	Hold	73	–	–	﹤0.01%	639
2023 Q4	$2.25K	Hold	73	–	–	﹤0.01%	581
2023 Q3	$1.93K	Hold	73	–	–	﹤0.01%	594
2023 Q2	$1.9K	Hold	73	–	–	﹤0.01%	620
2023 Q1	$1.97K	Hold	73	–	–	﹤0.01%	613
2022 Q4	$2.04K	Hold	73	–	–	﹤0.01%	588
2022 Q3	$1.68K	Hold	73	–	–	﹤0.01%	651
2022 Q2	$2.08K	Hold	73	–	–	﹤0.01%	599
2022 Q1	$2.44K	Hold	73	–	–	﹤0.01%	590
2021 Q4	$2.26K	Hold	73	–	–	﹤0.01%	625
2021 Q3	$2.46K	Hold	73	–	–	﹤0.01%	560
2021 Q2	$2.62K	Sell	73 -12	-14%	-$431	﹤0.01%	539
2021 Q1	$2.85K	Buy	+85	New	+$2.58K	﹤0.01%	540

Other funds holding SHG

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SHG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Shinhan Financial Group (SHG) stake by 139% in Q2 2026, buying an estimated $10.6K and bringing the position to 277 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SHG in Q1 2021 and has held it in 22 quarters since. 81 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 277 shares of Shinhan Financial Group worth $17.5K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 161 Shinhan Financial Group shares in Q2 2026, an estimated $10.6K.
Shinhan Financial Group made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #312 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Shinhan Financial Group in Q1 2021 and has held it in 22 quarters since.
81 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.