Sequoia Financial Advisors, LLC
Position in SHG — Shinhan Financial Group Co Ltd
CIK 1599900
Akron, OH
Position in SHG
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,330,282
+$746,642 QoQ
Shares Held
38,002
+28.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Sequoia Financial Advisors, LLC holds $95,468,125 across 76 Banks - Regional names. SHG ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
565,859 | $8,855,693 | |
| 2 | USB |
US Bancorp De
|
164,385 | $8,549,663 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
89,414 | $5,152,034 | |
| 4 | WAL |
Western Alliance Bancorporation
|
61,657 | $4,368,398 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
20,972 | $4,364,063 | |
| 6 | TFC |
Truist Financial Corp
|
69,896 | $3,213,119 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
49,442 | $2,965,036 | |
| 8 | NU |
Nu Holdings Ltd.
|
196,677 | $2,826,248 |
All Filings in SHG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,330,282 | 38,002 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,583,640 | 29,529 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,323,522 | 26,276 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,126,518 | 24,934 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $634,670 | 19,784 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $705,111 | 21,445 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $915,488 | 21,607 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $765,506 | 21,991 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $746,638 | 21,038 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $641,609 | 20,845 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $568,448 | 21,459 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $608,318 | 23,343 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $557,550 | 20,696 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $584,742 | 20,936 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $255,783 | 11,121 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $362,740 | 12,701 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $399,622 | 11,954 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $216,060 | 6,990 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||