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Trust Company of Vermont’s Shinhan Financial Group SHG Stock Holding History

Trust Company of Vermont’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 		– Sell
-100
Closed -$3.29K – 1087
2024
Q4 		$3.29K Hold
100
– – ﹤0.01% 908
2024
Q3 		$4.24K Hold
100
– – ﹤0.01% 863
2024
Q2 		$3.48K Buy
+100
New +$3.36K ﹤0.01% 773

Other funds holding SHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $30.8B AUM 11.29% 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

Trust Company of Vermont's SHG Position: Q1 2025 in Review

Trust Company of Vermont sold out of Shinhan Financial Group (SHG) in Q1 2025, closing a stake of 100 shares — an estimated $3.29K sold.

Trust Company of Vermont first reported a position in SHG in Q2 2024 and held it in 3 quarters. The position peaked at $4.24K in Q3 2024. 209 funds tracked by Wall St. Rank hold SHG as of Q1 2025.

  • Trust Company of Vermont reported no remaining Shinhan Financial Group position as of Q1 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 100 Shinhan Financial Group shares in Q1 2025, an estimated $3.29K.
  • Trust Company of Vermont first reported a position in Shinhan Financial Group in Q2 2024 and held it in 3 quarters.
  • Trust Company of Vermont's Shinhan Financial Group position peaked at $4.24K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2025.

Based on Trust Company of Vermont's 13F filing for Q1 2025, filed 24 Apr 2025.