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 Q2	$452K	Buy	3,956 +20	+0.5%	+$2.28K	0.19%	47
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 $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bright Financial Advisors's SHOP Position: Q2 2026 in Review

Bright Financial Advisors increased its Shopify (SHOP) stake by 0.51% in Q2 2026, buying an estimated $2.28K and bringing the position to 3,956 shares worth $452K. The position accounts for 0.19% of the portfolio, ranked #47.

Bright Financial Advisors first reported a position in SHOP in Q1 2024 and has held it in 10 quarters since. The position peaked at $634K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Bright Financial Advisors held 3,956 shares of Shopify worth $452K as of Q2 2026.
Bright Financial Advisors bought 20 Shopify shares in Q2 2026, an estimated $2.28K.
Shopify made up 0.19% of Bright Financial Advisors's portfolio in Q2 2026, its #47 holding.
Bright Financial Advisors first reported a position in Shopify in Q1 2024 and has held it in 10 quarters since.
Bright Financial Advisors's Shopify position peaked at $634K in Q4 2025.
1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.