NewSquare Capital’s Shinhan Financial Group SHG Stock Holding History

NewSquare 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 Q3	–	Sell	-337	Closed	-$15.2K	–	1055
2025 Q2	$15.2K	Buy	337 +147	+77%	+$5.6K	﹤0.01%	549
2025 Q1	$6.09K	Buy	190 +156	+459%	+$5.23K	﹤0.01%	647
2024 Q4	$1.12K	Buy	+34	New	+$1.31K	﹤0.01%	649

Other funds holding SHG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

NewSquare Capital's SHG Position: Q3 2025 in Review

NewSquare Capital sold out of Shinhan Financial Group (SHG) in Q3 2025, closing a stake of 337 shares — an estimated $15.2K sold.

NewSquare Capital first reported a position in SHG in Q4 2024 and held it in 3 quarters. The position peaked at $15.2K in Q2 2025. 238 funds tracked by Wall St. Rank hold SHG as of Q3 2025.

NewSquare Capital reported no remaining Shinhan Financial Group position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 337 Shinhan Financial Group shares in Q3 2025, an estimated $15.2K.
NewSquare Capital first reported a position in Shinhan Financial Group in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Shinhan Financial Group position peaked at $15.2K in Q2 2025.
238 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.