11 institutions reported holding $2.1M of SHINHAN FINANCIAL GROUP CO L (SHG) in SEC 13F filings for 2026-06-30. Largest institutional holders: GAMMA Investing LLC ($550,149), CONFLUENCE INVESTMENT MANAGEMENT LLC ($397,842), Foster Group, Inc. ($387,596), 55 North Private Wealth, LLC ($283,486), Valeo Financial Advisors, LLC ($212,823). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GAMMA Investing LLC | $550,149 | 8,698 | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $397,842 | 6,290 | Added |
| 3 | Foster Group, Inc. | $387,596 | 6,128 | Added |
| 4 | 55 North Private Wealth, LLC | $283,486 | 4,482 | New |
| 5 | Valeo Financial Advisors, LLC | $212,823 | 3,365 | New |
| 6 | Dynamic Advisor Solutions LLC | $209,737 | 3,316 | New |
| 7 | ELEVATION WEALTH PARTNERS, LLC | $23,276 | 368 | New |
| 8 | Versant Capital Management, Inc | $7,337 | 116 | Added |
| 9 | Kozak & Associates, Inc. | $4,314 | 69 | Hold |
| 10 | Dogwood Wealth Management LLC | $2,277 | 36 | Hold |
| 11 | Noble Wealth Management PBC | $1,771 | 28 | New |
Source: SEC Form 13F filings · as of 2026-06-30