Bright Financial Advisors’s Shopify SHOP Stock Holding History

Bright Financial Advisors’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	$467K	Hold	3,936	–	–	0.21%	41
2025 Q4	$634K	Hold	3,936	–	–	0.3%	35
2025 Q3	$585K	Hold	3,936	–	–	0.29%	34
2025 Q2	$454K	Hold	3,936	–	–	0.25%	36
2025 Q1	$376K	Hold	3,936	–	–	0.23%	37
2024 Q4	$419K	Hold	3,936	–	–	0.26%	37
2024 Q3	$315K	Hold	3,936	–	–	0.2%	43
2024 Q2	$260K	Buy	3,936 +406	+12%	+$26.9K	0.18%	41
2024 Q1	$252K	Buy	+3,530	New	+$279K	0.19%	41

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

Bright Financial Advisors's SHOP Position: Q1 2026 in Review

Bright Financial Advisors held its Shopify (SHOP) position steady in Q1 2026 at 3,936 shares worth $467K. The position accounts for 0.21% of the portfolio, ranked #41.

Bright Financial Advisors first reported a position in SHOP in Q1 2024 and has held it in 9 quarters since. The position peaked at $634K in Q4 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Bright Financial Advisors held 3,936 shares of Shopify worth $467K as of Q1 2026.
Bright Financial Advisors left its Shopify share count unchanged in Q1 2026.
Shopify made up 0.21% of Bright Financial Advisors's portfolio in Q1 2026, its #41 holding.
Bright Financial Advisors first reported a position in Shopify in Q1 2024 and has held it in 9 quarters since.
Bright Financial Advisors's Shopify position peaked at $634K in Q4 2025.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.