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Richard Pzena’s SHG Holdings & Trades

First Buy
Q4 2013
Duration Held
50 Quarters
Largest Add
Q3 2020
+455,171 Shares
Current Position
690,651 Shares
$42.35 M Value

Richard Pzena's SHG Position Overview

Richard Pzena (via Pzena Investment Management LLC) currently holds 690,651 shares of Shinhan Financial Group Co., Ltd. (SHG) worth $42.35 M, representing 0.14% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Richard Pzena has maintained a long-term strategic position in SHG, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2020, adding 455,171 shares. Largest reduction occurred in Q1 2026, reducing 221,137 shares.

Analysis based on 13F filings available since 2013 Q2

Richard Pzena's Shinhan Financial Group Co (SHG) Holding Value Over Time

Track share changes against reported price movement

Quarterly Shinhan Financial Group Co (SHG) Trades by Richard Pzena

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 -221,137 Reduce 24.25% 690,651 $61.32
Q4 2025 -40,974 Reduce 4.30% 911,788 $53.63
Q3 2025 -74,884 Reduce 7.29% 952,762 $50.37
Q2 2025 -51,050 Reduce 4.73% 1.03 M $45.18
Q1 2025 +4,645 Add 0.43% 1.08 M $32.08
Q4 2024 +829 Add 0.08% 1.07 M $32.88
Q3 2024 -9,330 Reduce 0.86% 1.07 M $42.37
Q2 2024 +236,236 Add 27.91% 1.08 M $34.81
Q1 2024 -13,811 Reduce 1.61% 846,316 $35.49
Q4 2023 +830 Add 0.10% 860,127 $30.78
Q3 2023 +1,750 Add 0.20% 859,297 $26.49
Q2 2023 -31,682 Reduce 3.56% 857,547 $26.06
Q1 2023 +24,353 Add 2.82% 889,229 $26.94
Q4 2022 +137,460 Add 18.90% 864,876 $27.93
Q3 2022 +4,610 Add 0.64% 727,416 $23.00
Q1 2022 +6,720 Add 0.94% 722,806 $33.43
Q4 2021 +31,520 Add 4.60% 716,086 $30.91
Q3 2021 +1,989 Add 0.29% 684,566 $33.67
Q2 2021 -3,560 Reduce 0.52% 682,577 $35.85
Q1 2021 +53,919 Add 8.53% 686,137 $33.54
Q4 2020 +250 Add 0.04% 632,218 $29.76
Q3 2020 +455,171 Add 257.45% 631,968 $22.97
Q2 2020 -320 Reduce 0.18% 176,797 $24.06
Q1 2020 +3,310 Add 1.90% 177,117 $23.31
Q4 2019 -797 Reduce 0.46% 173,807 $38.07
Q3 2019 +26,273 Add 17.71% 174,604 $34.99
Q2 2019 -154 Reduce 0.10% 148,331 $38.88
Q1 2019 +471 Add 0.32% 148,485 $37.15
Q4 2018 +2,290 Add 1.57% 148,014 $35.49
Q3 2018 +62,600 Add 75.31% 145,724 $40.13
Q2 2018 +2,156 Add 2.66% 83,124 $38.48
Q1 2018 -12,600 Reduce 13.47% 80,968 $42.40
Q4 2017 +15,724 Add 20.20% 93,568 $46.40
Q2 2017 +17,569 Add 29.15% 77,844 $43.48
Q4 2016 +26,675 Add 79.39% 60,275 $37.64
Q2 2016 +1,375 Add 4.27% 33,600 $32.74
Q1 2016 +15,200 Add 89.28% 32,225 $35.22
Q3 2015 -29,300 Reduce 63.25% 17,025 $34.77
Q1 2015 -23,475 Reduce 33.63% 46,325 $37.30
Q4 2014 +2,200 Add 3.25% 69,800 $40.39
Q3 2014 -35,475 Reduce 34.42% 67,600 $45.46
Q2 2014 +2,600 Add 2.59% 103,075 $45.86
Q1 2014 +17,450 Add 21.02% 100,475 $43.95
Q4 2013 +83,025 New Buy 83,025 $45.70

Richard Pzena's Shinhan Financial Group Co Investment FAQs

Richard Pzena first purchased Shinhan Financial Group Co., Ltd. (SHG) in Q4 2013, acquiring 83,025 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Richard Pzena has held Shinhan Financial Group Co., Ltd. (SHG) for 50 quarters since Q4 2013.

Richard Pzena's largest addition to Shinhan Financial Group Co., Ltd. (SHG) was in Q3 2020, adding 631,968 shares worth $14.52 M.

According to the latest 13F filing for Q1 2026, Richard Pzena's firm, Pzena Investment Management LLC, owns 690,651 shares of Shinhan Financial Group Co., Ltd. (SHG), valued at approximately $42.35 M.

As of the Q1 2026 filing, Shinhan Financial Group Co., Ltd. (SHG) represents approximately 0.14% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.

Richard Pzena's peak holding in Shinhan Financial Group Co., Ltd. (SHG) was 1,082,552 shares, as reported at the end of Q2 2024.