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Wayfinding Financial’s Shinhan Financial Group SHG Stock Holding History

Wayfinding Financial’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
2025
Q2 		– Sell
-788
Closed -$25K – 604
2025
Q1 		$25K Buy
+788
New +$26.4K 0.01% 511

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Wayfinding Financial's SHG Position: Q2 2025 in Review

Wayfinding Financial sold out of Shinhan Financial Group (SHG) in Q2 2025, closing a stake of 788 shares — an estimated $25K sold.

Wayfinding Financial first reported a position in SHG in Q1 2025 and held it in 1 quarter. The position peaked at $25K in Q1 2025. 233 funds tracked by Wall St. Rank hold SHG as of Q2 2025.

  • Wayfinding Financial reported no remaining Shinhan Financial Group position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 788 Shinhan Financial Group shares in Q2 2025, an estimated $25K.
  • Wayfinding Financial first reported a position in Shinhan Financial Group in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's Shinhan Financial Group position peaked at $25K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.