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Waverly Advisors’s Shinhan Financial Group SHG Stock Holding History

Waverly Advisors’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 		– Sell
-3,581
Closed -$220K – 1828
2026
Q1 		$220K Sell
3,581
-977
-21% -$60K ﹤0.01% 1449
2025
Q4 		$244K Buy
+4,558
New +$240K ﹤0.01% 1300

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
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
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Waverly Advisors's SHG Position: Q2 2026 in Review

Waverly Advisors sold out of Shinhan Financial Group (SHG) in Q2 2026, closing a stake of 3,581 shares — an estimated $220K sold.

Waverly Advisors first reported a position in SHG in Q4 2025 and held it in 2 quarters. The position peaked at $244K in Q4 2025. 303 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Waverly Advisors reported no remaining Shinhan Financial Group position as of Q2 2026 after selling out during the quarter.
  • Waverly Advisors sold 3,581 Shinhan Financial Group shares in Q2 2026, an estimated $220K.
  • Waverly Advisors first reported a position in Shinhan Financial Group in Q4 2025 and held it in 2 quarters.
  • Waverly Advisors's Shinhan Financial Group position peaked at $244K in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.