West Family Investments, Inc.
Position in SHG — Shinhan Financial Group Co Ltd
CIK 1568303
CARLSBAD, CA
Position in SHG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$782,023
+$259,884 QoQ
Shares Held
12,364
+45.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#120
of 302 holders
Holding Since
Jun 2021
20 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 Jun 30, 2026West Family Investments, Inc. holds $13,716,937 across 29 Banks - Regional names. SHG ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
45,820 | $1,330,154 | |
| 2 | KB |
KB Financial Group Inc.
|
8,811 | $924,802 | |
| 3 | EWBC |
East West Bancorp Inc
|
6,242 | $805,779 | |
| 4 | SHG |
Shinhan Financial Group Co Ltd
This page
|
12,364 | $782,023 | |
| 5 | WF |
Woori Financial Group Inc.
|
12,565 | $721,231 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
71,823 | $688,064 | |
| 7 | FNB |
Fnb Corp/Pa/
|
33,341 | $636,146 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
2,489 | $612,841 |
All Filings in SHG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,023 | 12,364 | Shares | Sole | 2026-08-10 | |
| 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 | 2022-02-15 | |
| 2021-06-30 | $880,655 | 24,565 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||