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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

SHG holding history

Shinhan Financial Group Co Ltd in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHG overviewAll 13F holders of SHGFull Q2 2026 holdings

Shares (Q2 2026)
19,494
Value
$1.23M
% of portfolio
0.1%
Quarters held
18
Since Q2 2021
Holdings of SHG by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,494$1.23M0.1%+3,419+21.3%AddedHolders
Q1 202616,075$985.7K0.1%+1,170+7.8%AddedHolders
Q4 202514,905$799.4K0.1%+958+6.9%AddedHolders
Q3 202513,947$702.5K<0.1%−285−2.0%ReducedHolders
Q2 202514,232$643.0K<0.1%+561+4.1%AddedHolders
Q1 202513,671$438.6K<0.1%+785+6.1%AddedHolders
Q4 202412,886$423.7K<0.1%−261−2.0%ReducedHolders
Q3 202413,147$557.0K<0.1%−243−1.8%ReducedHolders
Q2 202413,390$466.1K<0.1%−348−2.5%ReducedHolders
Q1 202413,738$487.6K0.1%+121+0.9%AddedHolders
Q4 202313,617$419.1K<0.1%+201+1.5%AddedHolders
Q3 202313,416$355.4K<0.1%+642+5.0%AddedHolders
Q2 202312,774$332.9K<0.1%+380+3.1%AddedHolders
Q1 202312,394$333.9K<0.1%+4,588+58.8%AddedHolders
Q4 20227,806$218.0K<0.1%+7,806NewHolders
Q2 20220$00.0%−6,952−100.0%Sold outHolders
Q1 20226,952$232.0K<0.1%+6,952NewHolders
Q4 20210$00.0%−7,540−100.0%Sold outHolders
Q3 20217,540$254.0K0.1%+760+11.2%AddedHolders
Q2 20216,780$243.0K0.1%+6,780NewHolders