Bank of Jackson Hole Trust’s Shopify SHOP Stock Holding History

Bank of Jackson Hole Trust’s Portfolio SHOP Stock Details SHOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$758K	Buy	6,392 +66	+1%	+$8.67K	0.37%	65
2025 Q4	$1.02M	Sell	6,326 -34	-0.5%	-$5.46K	0.48%	54
2025 Q3	$945K	Hold	6,360	–	–	0.47%	53
2025 Q2	$734K	Hold	6,360	–	–	0.42%	66
2025 Q1	$712K	Sell	6,360 -100	-2%	-$10.9K	0.46%	55
2024 Q4	$687K	Buy	+6,460	New	+$628K	0.46%	56

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bank of Jackson Hole Trust's SHOP Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Shopify (SHOP) stake by 1% in Q1 2026, buying an estimated $8.67K and bringing the position to 6,392 shares worth $758K. The position accounts for 0.37% of the portfolio, ranked #65.

Bank of Jackson Hole Trust first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 1,727 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Bank of Jackson Hole Trust held 6,392 shares of Shopify worth $758K as of Q1 2026.
Bank of Jackson Hole Trust bought 66 Shopify shares in Q1 2026, an estimated $8.67K.
Shopify made up 0.37% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #65 holding.
Bank of Jackson Hole Trust first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Bank of Jackson Hole Trust's Shopify position peaked at $1.02M in Q4 2025.
1,727 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.