Position in SHG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,232,995
+$247,276 QoQ
Shares Held
19,494
+21.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#98
of 301 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $13,284,176 across 24 Banks - Regional names. SHG ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
126,637 | $2,245,274 | |
| 2 | KB |
KB Financial Group Inc.
|
11,908 | $1,249,863 | |
| 3 | SHG |
Shinhan Financial Group Co Ltd
This page
|
19,494 | $1,232,995 | |
| 4 | IBN |
Icici Bank Ltd
|
39,669 | $1,151,591 | |
| 5 | WF |
Woori Financial Group Inc.
|
18,515 | $1,062,761 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
78,912 | $755,976 | |
| 7 | USB |
US Bancorp De
|
9,314 | $562,565 | |
| 8 | FITB |
Fifth Third Bancorp
|
8,844 | $498,536 |
All Filings in SHG
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,232,995 | 19,494 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $985,719 | 16,075 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $799,355 | 14,905 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $702,510 | 13,947 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $643,001 | 14,232 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $438,565 | 13,671 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $423,691 | 12,886 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $557,038 | 13,147 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $466,105 | 13,390 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $487,561 | 13,738 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $419,131 | 13,617 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $355,389 | 13,416 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $332,890 | 12,774 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $333,894 | 12,394 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $218,021 | 7,806 | Shares | Sole | 2023-01-27 | |
| 2022-03-31 | $232,405 | 6,952 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $253,871 | 7,540 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $243,063 | 6,780 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||