Position in SHG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,295,049
+$1,328,429 QoQ
Shares Held
102,659
+10.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 3.102504407796686.ToString("F0")%
Shared 0.ToString("F0")%
None 96.89749559220331.ToString("F0")%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026NewEdge Wealth, LLC holds $102,115,278 across 22 Banks - Regional names. SHG ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
1,326,949 | $61,650,050 | |
| 2 | KB |
KB Financial Group Inc.
|
65,684 | $6,550,665 | |
| 3 | SHG |
Shinhan Financial Group Co Ltd
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|
102,659 | $6,295,049 | |
| 4 | NWG |
NatWest Group plc
|
388,763 | $5,792,568 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
26,332 | $5,479,425 | |
| 6 | LYG |
Lloyds Banking Group plc
|
409,053 | $2,057,536 | |
| 7 | FHB |
First Hawaiian, Inc.
|
80,366 | $1,980,218 | |
| 8 | BANF |
Bancfirst Corp /Ok/
|
16,708 | $1,812,818 |
All Filings in SHG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,295,049 | 102,659 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,966,620 | 92,609 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,492,601 | 89,192 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,446,059 | 76,274 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,188,305 | 68,214 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,441,122 | 104,657 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,164,462 | 98,288 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,161,409 | 90,819 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,022,363 | 85,161 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,876,595 | 60,968 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,014,328 | 38,291 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $713,835 | 27,392 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $444,402 | 16,496 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||