Capital Wealth Planning, LLC
Position in SHG — Shinhan Financial Group Co Ltd
CIK 1566728
NAPLES, FL
Position in SHG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,179,578
+$4,235,697 QoQ
Shares Held
334,855
+21.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#14
of 301 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Capital Wealth Planning, LLC holds $77,462,398 across 6 Banks - Regional names. SHG ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHG |
Shinhan Financial Group Co Ltd
This page
|
334,855 | $21,179,578 | |
| 2 | ITUB |
Itau Unibanco Holding S.A.
|
2,386,158 | $19,494,910 | |
| 3 | BMA |
Macro Bank Inc.
|
206,274 | $19,098,909 | |
| 4 | CIB |
Grupo Cibest S.A.
|
210,755 | $16,740,269 | |
| 5 | RF |
Regions Financial Corp
|
24,537 | $741,017 | |
| 6 | USB |
US Bancorp De
|
3,439 | $207,715 |
All Filings in SHG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,179,578 | 334,855 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,943,881 | 276,319 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||