BFG
SHOP icon

Birch Financial Group’s Shopify SHOP Stock Holding History

Birch Financial Group’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
Q2 		$349K Sell
3,056
-2,693
-47% -$307K 0.18% 97
2026
Q1 		$682K Sell
5,749
-367
-6% -$48.2K 0.4% 57
2025
Q4 		$985K Sell
6,116
-307
-5% -$49.3K 0.56% 35
2025
Q3 		$955K Buy
6,423
+210
+3% +$28.5K 0.56% 40
2025
Q2 		$717K Sell
6,213
-73
-1% -$7.3K 0.57% 41
2025
Q1 		$600K Sell
6,286
-458
-7% -$49.9K 0.53% 42
2024
Q4 		$717K Buy
+6,744
New +$656K 0.81% 22

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Birch Financial Group's SHOP Position: Q2 2026 in Review

Birch Financial Group reduced its Shopify (SHOP) stake by 47% in Q2 2026, selling an estimated $307K and leaving 3,056 shares worth $349K. The position accounts for 0.18% of the portfolio, ranked #97.

Birch Financial Group first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $985K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Birch Financial Group held 3,056 shares of Shopify worth $349K as of Q2 2026.
  • Birch Financial Group sold 2,693 Shopify shares in Q2 2026, an estimated $307K.
  • Shopify made up 0.18% of Birch Financial Group's portfolio in Q2 2026, its #97 holding.
  • Birch Financial Group first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Shopify position peaked at $985K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.