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BOLTON SECURITIES CORPORATION’s Shinhan Financial Group SHG Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$241K Buy
+3,100
New +$234K 0.01% 832
2026
Q2 		– Sell
-2,510
Closed -$154K – 2285
2026
Q1 		$154K Buy
+2,510
New +$154K 0.01% 885
2025
Q3 		$101K Buy
+2,000
New +$97.8K ﹤0.01% 963

Other funds holding SHG

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SHG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Shinhan Financial Group (SHG) in Q3 2026: 3,100 shares worth $241K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in SHG as recently as Q1 2026.

BOLTON SECURITIES CORPORATION first reported a position in SHG in Q3 2025 and has held it in 3 quarters since. 201 funds tracked by Wall St. Rank hold SHG as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,100 shares of Shinhan Financial Group worth $241K as of Q3 2026.
  • Shinhan Financial Group was a new BOLTON SECURITIES CORPORATION position in Q3 2026.
  • Shinhan Financial Group made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #832 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Shinhan Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 201 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.