Shum Financial Group, Inc.
All 13F Filings
- Location
- Alameda, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 165,922
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 106 | 165,922 | 13F-HR | Shum Financial Group, Inc. |
| Q1 2026 | 4/22/2026 | 93 | 141,426 | 13F-HR | Shum Financial Group, Inc. |
| Q4 2025 | 1/15/2026 | 92 | 138,827 | 13F-HR | Shum Financial Group, Inc. |
| Q3 2025 | 10/20/2025 | 94 | 134,024 | 13F-HR | Shum Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.48 K | 50.9% | 9.795 K | 0 | 9.795 K |
| ETFs | 80.5 K | 48.5% | 14.71 K | 0 | 14.71 K |
| Debt | 945 | 0.6% | 0 | 10 | -10 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
165,922
Holdings
106
QoQ value change ($000)
24,496
(17.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.