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Root Financial Partners’s Shinhan Financial Group SHG Stock Holding History

Root Financial Partners’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 		– Sell
-26
Closed -$1.59K – 2697
2026
Q1 		$1.59K Buy
26
+16
+160% +$982 ﹤0.01% 2413
2025
Q4 		$536 Buy
+10
New +$528 ﹤0.01% 2197

Other funds holding SHG

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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

Root Financial Partners's SHG Position: Q2 2026 in Review

Root Financial Partners sold out of Shinhan Financial Group (SHG) in Q2 2026, closing a stake of 26 shares — an estimated $1.59K sold.

Root Financial Partners first reported a position in SHG in Q4 2025 and held it in 2 quarters. The position peaked at $1.59K in Q1 2026. 302 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • Root Financial Partners reported no remaining Shinhan Financial Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 26 Shinhan Financial Group shares in Q2 2026, an estimated $1.59K.
  • Root Financial Partners first reported a position in Shinhan Financial Group in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Shinhan Financial Group position peaked at $1.59K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.