Wealth Enhancement Advisory Services’s Shinhan Financial Group SHG Stock Holding History

Wealth Enhancement Advisory Services’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	$305K	Sell	4,159 -3,665	-47%	-$240K	﹤0.01%	3190
2026 Q1	$486K	Sell	7,824 -6,864	-47%	-$421K	﹤0.01%	2341
2025 Q4	$814K	Buy	14,688 +2,531	+21%	+$134K	﹤0.01%	2093
2025 Q3	$609K	Buy	12,157 +101	+0.8%	+$4.94K	﹤0.01%	2204
2025 Q2	$558K	Buy	12,056 +2,080	+21%	+$79.2K	﹤0.01%	2147
2025 Q1	$320K	Buy	9,976 +1,655	+20%	+$55.5K	﹤0.01%	2398
2024 Q4	$274K	Buy	8,321 +442	+6%	+$17.1K	﹤0.01%	2452
2024 Q3	$334K	Buy	+7,879	New	+$323K	﹤0.01%	2097

Other funds holding SHG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Shinhan Financial Group (SHG) stake by 47% in Q2 2026, selling an estimated $240K and leaving 4,159 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3190.

Wealth Enhancement Advisory Services first reported a position in SHG in Q3 2024 and has held it in 8 quarters since. The position peaked at $814K in Q4 2025. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Wealth Enhancement Advisory Services held 4,159 shares of Shinhan Financial Group worth $305K as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,665 Shinhan Financial Group shares in Q2 2026, an estimated $240K.
Shinhan Financial Group made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3190 holding.
Wealth Enhancement Advisory Services first reported a position in Shinhan Financial Group in Q3 2024 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's Shinhan Financial Group position peaked at $814K in Q4 2025.
302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.