Rockefeller Capital Management
SHG icon

Rockefeller Capital Management’s Shinhan Financial Group SHG Stock Holding History

Rockefeller Capital Management’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 		$950K Buy
15,016
+519
+4% +$34.1K ﹤0.01% 1733
2026
Q1 		$889K Buy
14,497
+11,840
+446% +$727K ﹤0.01% 1661
2025
Q4 		$143K Buy
2,657
+1,946
+274% +$103K ﹤0.01% 2534
2025
Q3 		$35.8K Buy
+711
New +$34.8K ﹤0.01% 3076
2023
Q1 		– Sell
-83
Closed -$2K – 3588
2022
Q4 		$2K Sell
83
-5,962
-99% -$161K ﹤0.01% 3604
2022
Q3 		$138K Buy
6,045
+3,826
+172% +$101K ﹤0.01% 1823
2022
Q2 		$63K Buy
2,219
+1,095
+97% +$35.6K ﹤0.01% 2181
2022
Q1 		$37K Buy
1,124
+973
+644% +$31.5K ﹤0.01% 2445
2021
Q4 		$4K Sell
151
-512
-77% -$16.4K ﹤0.01% 3375
2021
Q3 		$22K Buy
663
+534
+414% +$17.9K ﹤0.01% 2547
2021
Q2 		$3K Sell
129
-39
-23% -$1.4K ﹤0.01% 3190
2021
Q1 		$5K Buy
+168
New +$5.09K ﹤0.01% 2906
2020
Q4 		– Sell
-26
Closed – – 2994
2020
Q3 		$0 Hold
26
– – ﹤0.01% 2772
2020
Q2 		$1K Buy
26
+25
+2,500% +$612 ﹤0.01% 2497
2020
Q1 		$0 Sell
1
-18,837
-100% -$557K ﹤0.01% 2470
2019
Q4 		$717K Buy
18,838
+16,525
+714% +$612K 0.01% 508
2019
Q3 		$81K Sell
2,313
-2,283
-50% -$81K ﹤0.01% 845
2019
Q2 		$179K Sell
4,596
-655
-12% -$25.3K ﹤0.01% 592
2019
Q1 		$195K Sell
5,251
-44,598
-89% -$1.67M ﹤0.01% 608
2018
Q4 		$1.77M Buy
+49,849
New +$1.88M 0.03% 197

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

Rockefeller Capital Management's SHG Position: Q2 2026 in Review

Rockefeller Capital Management increased its Shinhan Financial Group (SHG) stake by 3.6% in Q2 2026, buying an estimated $34.1K and bringing the position to 15,016 shares worth $950K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Rockefeller Capital Management first reported a position in SHG in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.77M in Q4 2018. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Rockefeller Capital Management held 15,016 shares of Shinhan Financial Group worth $950K as of Q2 2026.
  • Rockefeller Capital Management bought 519 Shinhan Financial Group shares in Q2 2026, an estimated $34.1K.
  • Shinhan Financial Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1733 holding.
  • Rockefeller Capital Management first reported a position in Shinhan Financial Group in Q4 2018 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Shinhan Financial Group position peaked at $1.77M in Q4 2018.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.