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Caprock Group’s Shinhan Financial Group SHG Stock Holding History

Caprock Group’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$759K Buy
11,998
+3,000
+33% +$197K 0.01% 714
2026
Q1 		$556K Buy
8,998
+2,560
+40% +$157K 0.01% 713
2025
Q4 		$345K Buy
6,438
+773
+14% +$40.8K 0.01% 946
2025
Q3 		$270K Buy
+5,665
New +$277K 0.01% 977
2025
Q1 		$367K Sell
11,285
-1,576
-12% -$52.8K 0.01% 821
2024
Q4 		$423K Buy
12,861
+274
+2% +$10.6K 0.01% 679
2024
Q3 		$533K Sell
12,587
-1,198
-9% -$49K 0.02% 548
2024
Q2 		$480K Buy
13,785
+286
+2% +$9.62K 0.02% 543
2024
Q1 		$484K Sell
13,499
-1,530
-10% -$49.5K 0.03% 421
2023
Q4 		$463K Sell
15,029
-2,313
-13% -$63.6K 0.03% 414
2023
Q3 		$459K Buy
17,342
+3,231
+23% +$86.6K 0.03% 380
2023
Q2 		$373K Sell
14,111
-533
-4% -$14.2K 0.03% 444
2023
Q1 		$403K Buy
14,644
+1,895
+15% +$57.8K 0.03% 416
2022
Q4 		$356K Sell
12,749
-5,590
-30% -$151K 0.03% 359
2022
Q3 		$427K Buy
18,339
+1,638
+10% +$43.4K 0.04% 314
2022
Q2 		$477K Sell
16,701
-851
-5% -$27.6K 0.05% 276
2022
Q1 		$606K Buy
17,552
+692
+4% +$22.4K 0.06% 253
2021
Q4 		$521K Buy
16,860
+4,572
+37% +$147K 0.04% 280
2021
Q3 		$414K Buy
+12,288
New +$411K 0.04% 303
2016
Q2 		– Sell
-7,543
Closed -$266K – 336
2016
Q1 		$266K Buy
+7,543
New +$246K 0.06% 253

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Caprock Group's SHG Position: Q2 2026 in Review

Caprock Group increased its Shinhan Financial Group (SHG) stake by 33% in Q2 2026, buying an estimated $197K and bringing the position to 11,998 shares worth $759K. The position accounts for 0.01% of the portfolio, ranked #714.

Caprock Group first reported a position in SHG in Q1 2016 and has held it in 20 quarters since. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Caprock Group held 11,998 shares of Shinhan Financial Group worth $759K as of Q2 2026.
  • Caprock Group bought 3,000 Shinhan Financial Group shares in Q2 2026, an estimated $197K.
  • Shinhan Financial Group made up 0.01% of Caprock Group's portfolio in Q2 2026, its #714 holding.
  • Caprock Group first reported a position in Shinhan Financial Group in Q1 2016 and has held it in 20 quarters since.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.