WFI
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West Family Investments’s Shinhan Financial Group SHG Stock Holding History

West Family Investments’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 		$522K Sell
8,515
-53
-0.6% -$3.25K 0.18% 100
2025
Q4 		$460K Sell
8,568
-608
-7% -$32.1K 0.11% 187
2025
Q3 		$462K Buy
9,176
+1,629
+22% +$79.7K 0.1% 194
2025
Q2 		$341K Buy
7,547
+1,255
+20% +$47.8K 0.09% 232
2025
Q1 		$202K Hold
6,292
– – 0.08% 247
2024
Q4 		$207K Sell
6,292
-1,707
-21% -$66K 0.07% 262
2024
Q3 		$339K Buy
7,999
+73
+0.9% +$2.99K 0.12% 180
2024
Q2 		$276K Hold
7,926
– – 0.08% 190
2024
Q1 		$281K Buy
7,926
+167
+2% +$5.4K 0.09% 190
2023
Q4 		$239K Sell
7,759
-3,547
-31% -$97.5K 0.08% 193
2023
Q3 		$299K Buy
+11,306
New +$303K 0.1% 161
2023
Q2 		– Sell
-13,398
Closed -$361K – 262
2023
Q1 		$361K Sell
13,398
-949
-7% -$29K 0.14% 109
2022
Q4 		$401K Sell
14,347
-13,759
-49% -$371K 0.14% 122
2022
Q3 		$646K Buy
28,106
+4,601
+20% +$122K 0.27% 81
2022
Q2 		$671K Buy
23,505
+7,709
+49% +$250K 0.26% 74
2022
Q1 		$528K Sell
15,796
-11,669
-42% -$377K 0.15% 107
2021
Q4 		$849K Buy
27,465
+7,882
+40% +$253K 0.23% 80
2021
Q3 		$659K Sell
19,583
-4,982
-20% -$167K 0.17% 110
2021
Q2 		$881K Buy
+24,565
New +$882K 0.24% 65

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

West Family Investments's SHG Position: Q1 2026 in Review

West Family Investments reduced its Shinhan Financial Group (SHG) stake by 0.62% in Q1 2026, selling an estimated $3.25K and leaving 8,515 shares worth $522K. The position accounts for 0.18% of the portfolio, ranked #100.

West Family Investments first reported a position in SHG in Q2 2021 and has held it in 19 quarters since. The position peaked at $881K in Q2 2021. 287 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • West Family Investments held 8,515 shares of Shinhan Financial Group worth $522K as of Q1 2026.
  • West Family Investments sold 53 Shinhan Financial Group shares in Q1 2026, an estimated $3.25K.
  • Shinhan Financial Group made up 0.18% of West Family Investments's portfolio in Q1 2026, its #100 holding.
  • West Family Investments first reported a position in Shinhan Financial Group in Q2 2021 and has held it in 19 quarters since.
  • West Family Investments's Shinhan Financial Group position peaked at $881K in Q2 2021.
  • 287 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.