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Pinnacle Wealth Planning Services, Inc. → SHG

Pinnacle Wealth Planning Services, Inc. SHG Position History

Shinhan Financial Group Co., Ltd. • Financial Services

Quarters held
5
Latest value
$305K
Q3 2026
Peak value
$325K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$220K
Q4 2025$259K
Q1 2026$223K
Q2 2026$325K
Q3 2026$305K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$305K3.9K——
Q2 2026$325K5.1K——
Q1 2026$223K3.6K——
Q4 2025$259K4.8K——
Q3 2025$220K4.4K——

Other funds holding SHG

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ARCC

SPDR SERIES TRUST

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ARCC

SPDR PORTFOLIO S&P 600 SMALL CAP ETF

$81.2M
Pinnacle Wealth Planning Services, Inc. SHG Holdings: 13F Position History | Track13F