Whittier Trust’s Shinhan Financial Group SHG Stock Holding History

Whittier Trust’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	-253	Closed	-$11.4K	–	1580
2025 Q2	$11.4K	Buy	+253	New	+$9.63K	﹤0.01%	1216

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Whittier Trust's SHG Position: Q3 2025 in Review

Whittier Trust sold out of Shinhan Financial Group (SHG) in Q3 2025, closing a stake of 253 shares — an estimated $11.4K sold.

Whittier Trust first reported a position in SHG in Q2 2025 and held it in 1 quarter. The position peaked at $11.4K in Q2 2025. 238 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

Whittier Trust reported no remaining Shinhan Financial Group position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 253 Shinhan Financial Group shares in Q3 2025, an estimated $11.4K.
Whittier Trust first reported a position in Shinhan Financial Group in Q2 2025 and held it in 1 quarter.
Whittier Trust's Shinhan Financial Group position peaked at $11.4K in Q2 2025.
238 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.