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HB Wealth Management, LLC → SHG

HB Wealth Management, LLC SHG Position History

Shinhan Financial Group Co., Ltd. • Financial Services

Quarters held
4
Latest value
$827K
Q3 2026
Peak value
$827K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$339K
Q1 2026$536K
Q2 2026$675K
Q3 2026$827K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$827K10.6K——
Q2 2026$675K10.7K——
Q1 2026$536K8.7K——
Q4 2025$339K6.3K——

Other funds holding SHG

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
HB Wealth Management, LLC SHG Holdings: 13F Position History | Track13F