Sanders Capital, LLC SHG — SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD

Ownership history in Sanders Capital, LLC  ·  54 quarters on record

AI Ownership Summary

Sanders Capital, LLC reported SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD (SHG) in 54 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows SHG at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sanders Capital, LLC's position in SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHG was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHG stock page Sanders Capital, LLC fund profile Sanders Capital, LLC full holdings
How Sanders Capital, LLC held SHG — position size vs. price
% of Fund (quarterly)    SHG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 153,626 -3,860 -2.5% 0.01% $9.4M 2026-05-14 $65.37
2025 Q4 REDUCED — — — 157,486 -4,300 -2.7% 0.01% $8.4M 2026-02-13 $69.83
2025 Q3 REDUCED — — — 161,786 -80 -0.0% 0.01% $8.1M 2025-11-13 $54.41
2025 Q2 REDUCED 6.8% +12.2% ❌ 161,866 -11,840 -6.8% 0.01% $7.3M 2025-08-08 $50.15
2025 Q1 REDUCED — — — 173,706 -1,190 -0.7% 0.01% $5.6M 2025-05-14 $36.76
2024 Q4 REDUCED 10.4% -1.4% ✅ 174,896 -20,200 -10.4% 0.01% $5.8M 2025-02-13 $32.99
2024 Q3 REDUCED — — — 195,096 -1,628 -0.8% 0.01% $8.3M 2024-11-13 $38.36
2024 Q2 REDUCED — — — 196,724 -20 -0.0% 0.01% $6.8M 2024-08-09 $38.25
2024 Q1 ADDED — — — 196,744 +59,500 +43.4% 0.01% $7.0M 2024-05-10 $33.23
2023 Q4 REDUCED — — — 137,244 -900 -0.7% 0.01% $4.2M 2024-02-12 $30.71
44 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHG

As of 2026 Q1 — sorted by position size

Virtus Family Office LLC 3Y 4.64% Promethos Capital, LLC 3.32% Ramirez Asset Management, Inc. 1.83% London & Capital Asset Management Ltd 3Y 7Y 1.22% Dalton Investments, Inc. 3Y 7Y 0.81% JMN Financial LLC 0.45% Plan A Wealth LLC 0.44% NATURAL INVESTMENTS, LLC 3Y 0.44% Investment Research Partners LLC 0.36% PCM Encore, LLC 0.33%

FAQ About Sanders Capital, LLC and SHG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sanders Capital, LLC reported owning SHG?

Sanders Capital, LLC reported SHG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SHG position in Sanders Capital, LLC's portfolio?

The largest reported portfolio weight for SHG was 0.01% in 2024 Q3.

What is the latest reported SHG position on this page?

The most recent filing on this page is 2026 Q1, when Sanders Capital, LLC reported 153,626 shares, equal to 0.01% of portfolio, with an estimated market value of $9.4M.

What does the chart on this SHG ownership page compare?

The chart compares Sanders Capital, LLC's quarterly SHG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sanders Capital, LLC time their SHG position?

Based on 13F filing dates vs. subsequent SHG price moves, Sanders Capital, LLC correctly timed 22 out of 50 reported position changes (44%). The annualised alpha on SHG relative to SPY over the holding period was -8.1%.

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