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Plan A Wealth LLC SHG Position History
Shinhan Financial Group Co., Ltd. • Financial Services
Quarters held
7
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $208K |
| Q2 2025 | $616K |
| Q3 2025 | $736K |
| Q4 2025 | $808K |
| Q1 2026 | $920K |
| Q2 2026 | $968K |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 15.5K | — | — |
| Q2 2026 | $968K | 15.3K | — | — |
| Q1 2026 | $920K | 15.0K | — | — |
| Q4 2025 | $808K | 15.1K | — | — |
| Q3 2025 | $736K | 14.6K | — | — |
| Q2 2025 | $616K | 13.6K | — | — |
| Q1 2025 | $208K | 6.5K | — | — |
Other funds holding SHG
$103.7M
$82.9M
$66.1M
$63.9M
$63.9M
$61.8M
$56.5M
$55.2M