Shum Financial Group, Inc.
All 13F Filings
- Location
- Alameda, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 174,184
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 110 | 174,184 | 13F-HR | Shum Financial Group, Inc. |
| 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 | 91.61 K | 52.6% | 7.139 K | 0 | 7.139 K |
| ETFs | 81.68 K | 46.9% | 1.178 K | 0 | 1.178 K |
| Debt | 889 | 0.5% | 0 | 56 | -56 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
174,184
Holdings
110
QoQ value change ($000)
8,262
(5.0%)
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.