Wellspring Financial Advisors’s Shinhan Financial Group SHG Stock Holding History

Wellspring Financial 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	$275K	Buy	+4,346	New	+$285K	0.02%	231

Other funds holding SHG

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

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

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

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Wellspring Financial Advisors's SHG Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Shinhan Financial Group (SHG) in Q2 2026: 4,346 shares worth $275K. The stake represents 0.02% of the portfolio and ranks #231 among its holdings.

64 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

Wellspring Financial Advisors held 4,346 shares of Shinhan Financial Group worth $275K as of Q2 2026.
Shinhan Financial Group was a new Wellspring Financial Advisors position in Q2 2026.
Shinhan Financial Group made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #231 holding.
64 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.