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WPG Advisers’s Shinhan Financial Group SHG Stock Holding History

WPG Advisers’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 		– Sell
-53
Closed -$3.25K – 1582
2026
Q1 		$3.25K Sell
53
-13
-20% -$798 ﹤0.01% 981
2025
Q4 		$3.54K Buy
66
+3
+5% +$158 ﹤0.01% 993
2025
Q3 		$3.17K Hold
63
– – ﹤0.01% 1025
2025
Q2 		$2.85K Buy
63
+14
+29% +$533 ﹤0.01% 1033
2025
Q1 		$1.57K Sell
49
-48
-49% -$1.61K ﹤0.01% 1175
2024
Q4 		$3.19K Buy
+97
New +$3.75K ﹤0.01% 955

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VFO
Virtus Family Office El Paso, Texas $126M AUM 23.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.77B AUM 41.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

WPG Advisers's SHG Position: Q2 2026 in Review

WPG Advisers sold out of Shinhan Financial Group (SHG) in Q2 2026, closing a stake of 53 shares — an estimated $3.25K sold.

WPG Advisers first reported a position in SHG in Q4 2024 and held it in 6 quarters. The position peaked at $3.54K in Q4 2025. 135 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • WPG Advisers reported no remaining Shinhan Financial Group position as of Q2 2026 after selling out during the quarter.
  • WPG Advisers sold 53 Shinhan Financial Group shares in Q2 2026, an estimated $3.25K.
  • WPG Advisers first reported a position in Shinhan Financial Group in Q4 2024 and held it in 6 quarters.
  • WPG Advisers's Shinhan Financial Group position peaked at $3.54K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.