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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
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
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Waverly Advisors's SHG Position: Q1 2026 in Review

Waverly Advisors reduced its Shinhan Financial Group (SHG) stake by 21% in Q1 2026, selling an estimated $60K and leaving 3,581 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Waverly Advisors first reported a position in SHG in Q4 2025 and has held it in 2 quarters since. The position peaked at $244K in Q4 2025. 286 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Waverly Advisors held 3,581 shares of Shinhan Financial Group worth $220K as of Q1 2026.
  • Waverly Advisors sold 977 Shinhan Financial Group shares in Q1 2026, an estimated $60K.
  • Shinhan Financial Group made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1449 holding.
  • Waverly Advisors first reported a position in Shinhan Financial Group in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Shinhan Financial Group position peaked at $244K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.