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Whipplewood Advisors’s Shinhan Financial Group SHG Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-165
Closed -$7.46K – 1009
2025
Q2 		$7.46K Buy
165
+94
+132% +$3.58K ﹤0.01% 616
2025
Q1 		$5.36K Sell
71
-46
-39% -$1.54K ﹤0.01% 687
2024
Q4 		$3.85K Buy
+117
New +$4.53K ﹤0.01% 746

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
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

Whipplewood Advisors's SHG Position: Q3 2025 in Review

Whipplewood Advisors sold out of Shinhan Financial Group (SHG) in Q3 2025, closing a stake of 165 shares — an estimated $7.46K sold.

Whipplewood Advisors first reported a position in SHG in Q4 2024 and held it in 3 quarters. The position peaked at $7.46K in Q2 2025. 238 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

  • Whipplewood Advisors reported no remaining Shinhan Financial Group position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 165 Shinhan Financial Group shares in Q3 2025, an estimated $7.46K.
  • Whipplewood Advisors first reported a position in Shinhan Financial Group in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Shinhan Financial Group position peaked at $7.46K in Q2 2025.
  • 238 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.