NewEdge Wealth, LLC

Position in SHG — Shinhan Financial Group Co Ltd

CIK 1861796 STAMFORD, CT

Position in SHG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,930,618

+$635,569 QoQ

Shares Held

109,575

+6.7% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#35

of 301 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

NewEdge Wealth, LLC holds $126,755,942 across 30 Banks - Regional names. SHG ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	1,367,213	$77,069,796
2	NWG	NatWest Group plc	435,673	$7,680,914
3	KB	KB Financial Group Inc.	73,162	$7,679,083
4	PNC	Pnc Financial Services Group, Inc.	29,669	$7,305,101
5	SHG	Shinhan Financial Group Co Ltd This page	109,575	$6,930,618
6	LYG	Lloyds Banking Group plc	423,223	$2,467,390
7	FHB	First Hawaiian, Inc.	83,192	$2,437,525
8	USB	US Bancorp De	31,931	$1,928,632

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,930,618	109,575	+6.7%	Shares	Sole	2026-08-10
2026-03-31	$6,295,049	102,659	+10.9%	Shares	Sole	2026-05-13
2025-12-31	$4,966,620	92,609	+3.8%	Shares	Sole	2026-02-03
2025-09-30	$4,492,601	89,192	+16.9%	Shares	Sole	2025-11-07
2025-06-30	$3,446,059	76,274	+11.8%	Shares	Sole	2025-08-11
2025-03-31	$2,188,305	68,214	-34.8%	Shares	Sole	2025-05-09
2024-12-31	$3,441,122	104,657	+6.5%	Shares	Sole	2025-02-05
2024-09-30	$4,164,462	98,288	+8.2%	Shares	Sole	2024-11-12
2024-06-30	$3,161,409	90,819	+6.6%	Shares	Sole	2024-08-02
2024-03-31	$3,022,363	85,161	+39.7%	Shares	Sole	2024-05-06
2023-12-31	$1,876,595	60,968	+59.2%	Shares	Sole	2024-01-29
2023-09-30	$1,014,328	38,291	+39.8%	Shares	Sole	2023-11-08
2023-06-30	$713,835	27,392	+66.1%	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.