RFP
SHG icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Root Financial Partners's SHG Position: Q1 2026 in Review

Root Financial Partners increased its Shinhan Financial Group (SHG) stake by 160% in Q1 2026, buying an estimated $982 and bringing the position to 26 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Root Financial Partners first reported a position in SHG in Q4 2025 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold SHG as of Q1 2026.

  • Root Financial Partners held 26 shares of Shinhan Financial Group worth $1.59K as of Q1 2026.
  • Root Financial Partners bought 16 Shinhan Financial Group shares in Q1 2026, an estimated $982.
  • Shinhan Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2413 holding.
  • Root Financial Partners first reported a position in Shinhan Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.