SHG β€” SHINHAN FINANCIAL GROUP CO L

Ownership history in Plan A Wealth LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in SHINHAN FINANCIAL GROUP CO L (SHG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.4% (2025 Q4)
πŸ“Š Avg. % of fund
0.4%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    SHG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 15,058 β€” β€” 0.40% $808K $53.63

🏒 Other funds also holding SHG

As of 2025 Q4 β€” sorted by position size

Virtus Family Office LLC 3Y 4.45% Arbiter Partners Capital Management LLC 3Y 7Y 3.61% Promethos Capital, LLC 2.94% Ramirez Asset Management, Inc. 1.58% London & Capital Asset Management Ltd 3Y 7Y 1.12% Tuttle Capital Management, LLC 3Y 7Y 0.72% CAUSEWAY CAPITAL MANAGEMENT LLC 3Y 7Y 0.43% NATURAL INVESTMENTS, LLC 3Y 0.39% DGS Capital Management, LLC 3Y 0.24% Legacy Wealth Asset Management, LLC 3Y 0.24%
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