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Lindbrook Capital’s Shinhan Financial Group SHG Stock Holding History

Lindbrook Capital’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
2025
Q1 		$135K Buy
4,207
+5
+0.1% +$168 0.01% 553
2024
Q4 		$138K Sell
4,202
-279
-6% -$10.8K 0.01% 463
2024
Q3 		$190K Sell
4,481
-699
-13% -$28.6K 0.02% 400
2024
Q2 		$180K Buy
5,180
+239
+5% +$8.04K 0.02% 381
2024
Q1 		$175K Buy
4,941
+284
+6% +$9.18K 0.02% 386
2023
Q4 		$143K Buy
4,657
+767
+20% +$21.1K 0.01% 418
2023
Q3 		$103K Sell
3,890
-92
-2% -$2.47K 0.01% 465
2023
Q2 		$104K Buy
3,982
+86
+2% +$2.29K 0.01% 476
2023
Q1 		$105K Buy
3,896
+18
+0.5% +$549 0.01% 471
2022
Q4 		$108K Buy
3,878
+80
+2% +$2.15K 0.01% 461
2022
Q3 		$87K Sell
3,798
-710
-16% -$18.8K 0.01% 473
2022
Q2 		$129K Buy
4,508
+8
+0.2% +$260 0.02% 393
2022
Q1 		$150K Sell
4,500
-187
-4% -$6.04K 0.02% 361
2021
Q4 		$145K Buy
4,687
+190
+4% +$6.1K 0.02% 392
2021
Q3 		$151K Sell
4,497
-81
-2% -$2.71K 0.04% 197
2021
Q2 		$164K Buy
4,578
+151
+3% +$5.42K 0.04% 203
2021
Q1 		$148K Buy
4,427
+563
+15% +$17.1K 0.03% 206
2020
Q4 		$115K Buy
3,864
+245
+7% +$6.99K 0.03% 218
2020
Q3 		$83K Sell
3,619
-998
-22% -$25.1K 0.02% 246
2020
Q2 		$111K Buy
4,617
+1,823
+65% +$44.6K 0.03% 185
2020
Q1 		$65K Buy
2,794
+593
+27% +$17.5K 0.02% 260
2019
Q4 		$84K Buy
2,201
+1,398
+174% +$51.8K 0.03% 282
2019
Q3 		$28K Sell
803
-1,499
-65% -$53.2K 0.01% 604
2019
Q2 		$89K Buy
2,302
+318
+16% +$12.3K 0.03% 255
2019
Q1 		$73K Buy
1,984
+321
+19% +$12.1K 0.03% 296
2018
Q4 		$59K Buy
+1,663
New +$62.8K 0.03% 300

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Lindbrook Capital's SHG Position: Q1 2025 in Review

Lindbrook Capital increased its Shinhan Financial Group (SHG) stake by 0.12% in Q1 2025, buying an estimated $168 and bringing the position to 4,207 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #553.

Lindbrook Capital first reported a position in SHG in Q4 2018 and has held it in 26 quarters since. The position peaked at $190K in Q3 2024. 209 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

  • Lindbrook Capital held 4,207 shares of Shinhan Financial Group worth $135K as of Q1 2025.
  • Lindbrook Capital bought 5 Shinhan Financial Group shares in Q1 2025, an estimated $168.
  • Shinhan Financial Group made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #553 holding.
  • Lindbrook Capital first reported a position in Shinhan Financial Group in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Shinhan Financial Group position peaked at $190K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.