West Family Investments, Inc.
Position in SHG — Shinhan Financial Group Co Ltd
CIK 1568303
CARLSBAD, CA
Position in SHG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$522,139
+$62,638 QoQ
Shares Held
8,515
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026West Family Investments, Inc. holds $4,526,059 across 10 Banks - Regional names. SHG ranks #4 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
45,580 | $1,180,522 | |
| 2 | KB |
KB Financial Group Inc.
|
6,269 | $625,207 | |
| 3 | WF |
Woori Financial Group Inc.
|
9,186 | $611,787 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
This page
|
8,515 | $522,139 | |
| 5 | MFG |
Mizuho Financial Group Inc
|
55,655 | $441,900 | |
| 6 | HDB |
Hdfc Bank Ltd
|
12,924 | $321,549 | |
| 7 | USB |
US Bancorp \De\
|
5,327 | $277,057 | |
| 8 | TFC |
Truist Financial Corp
|
5,256 | $241,618 |
All Filings in SHG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $522,139 | 8,515 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $459,501 | 8,568 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $462,195 | 9,176 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $340,973 | 7,547 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $201,847 | 6,292 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $206,880 | 6,292 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $338,917 | 7,999 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $275,904 | 7,926 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $281,293 | 7,926 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $238,822 | 7,759 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $299,495 | 11,306 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $360,942 | 13,398 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $400,711 | 14,347 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $646,438 | 28,106 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $671,302 | 23,505 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $528,060 | 15,796 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $848,943 | 27,465 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $659,359 | 19,583 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $880,655 | 24,565 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||