Y-Intercept (HK)’s Shinhan Financial Group SHG Stock Holding History

Y-Intercept (HK)’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	-19,743	Closed	-$1.21M	–	2116
2026 Q1	$1.21M	Sell	19,743 -13,069	-40%	-$802K	0.02%	942
2025 Q4	$1.76M	Buy	+32,812	New	+$1.73M	0.04%	680
2025 Q3	–	Sell	-25,197	Closed	-$1.14M	–	1992
2025 Q2	$1.14M	Buy	+25,197	New	+$960K	0.03%	874
2024 Q1	–	Sell	-8,571	Closed	-$264K	–	1723
2023 Q4	$264K	Buy	+8,571	New	+$236K	0.02%	876

Other funds holding SHG

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

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return