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Yousif Capital Management’s Shinhan Financial Group SHG Stock Holding History

Yousif Capital Management’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
-39,451
Closed -$2.42M – 1756
2026
Q1 		$2.42M Hold
39,451
– – 0.03% 574
2025
Q4 		$2.2M Hold
39,451
– – 0.02% 657
2025
Q3 		$1.99M Sell
39,451
-11,120
-22% -$544K 0.02% 726
2025
Q2 		$2.28M Buy
50,571
+3,395
+7% +$129K 0.02% 660
2025
Q1 		$1.51M Hold
47,176
– – 0.02% 875
2024
Q4 		$1.55M Buy
47,176
+39,500
+515% +$1.53M 0.02% 896
2024
Q3 		$325K Sell
7,676
-292
-4% -$12K ﹤0.01% 1687
2024
Q2 		$277K Sell
7,968
-600
-7% -$20.2K ﹤0.01% 1718
2024
Q1 		$304K Hold
8,568
– – ﹤0.01% 1733
2023
Q4 		$264K Hold
8,568
– – ﹤0.01% 1798
2023
Q3 		$227K Hold
8,568
– – ﹤0.01% 1805
2023
Q2 		$223K Hold
8,568
– – ﹤0.01% 1814
2023
Q1 		$231K Hold
8,568
– – ﹤0.01% 1794
2022
Q4 		$239K Buy
+8,568
New +$231K ﹤0.01% 1778
2022
Q3 		– Sell
-7,938
Closed -$227K – 1973
2022
Q2 		$227K Sell
7,938
-65
-0.8% -$2.11K ﹤0.01% 1813
2022
Q1 		$268K Hold
8,003
– – ﹤0.01% 1840
2021
Q4 		$247K Buy
+8,003
New +$257K ﹤0.01% 1875

Other funds holding SHG

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Yousif Capital Management's SHG Position: Q2 2026 in Review

Yousif Capital Management sold out of Shinhan Financial Group (SHG) in Q2 2026, closing a stake of 39,451 shares — an estimated $2.42M sold.

Yousif Capital Management first reported a position in SHG in Q4 2021 and held it in 17 quarters. The position peaked at $2.42M in Q1 2026. 50 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Yousif Capital Management reported no remaining Shinhan Financial Group position as of Q2 2026 after selling out during the quarter.
  • Yousif Capital Management sold 39,451 Shinhan Financial Group shares in Q2 2026, an estimated $2.42M.
  • Yousif Capital Management first reported a position in Shinhan Financial Group in Q4 2021 and held it in 17 quarters.
  • Yousif Capital Management's Shinhan Financial Group position peaked at $2.42M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.