Commonwealth Financial Services
SHOP icon

Commonwealth Financial Services’s Shopify SHOP Stock Holding History

Commonwealth Financial Services’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
Q3 		$280K Sell
1,888
-201
-10% -$27.3K 0.05% 189
2026
Q2 		$239K Buy
2,089
+256
+14% +$29.2K 0.03% 257
2026
Q1 		$217K Buy
1,833
+262
+17% +$34.4K 0.03% 247
2025
Q4 		$253K Sell
1,571
-15
-0.9% -$2.41K 0.04% 193
2025
Q3 		$236K Buy
+1,586
New +$215K 0.04% 200

Other funds holding SHOP

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Bellecapital
Bellecapital Zurich, Switzerland $683M AUM 33.2% 1-Year Est. Return

Commonwealth Financial Services's SHOP Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Shopify (SHOP) stake by 9.6% in Q3 2026, selling an estimated $27.3K and leaving 1,888 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #189.

Commonwealth Financial Services first reported a position in SHOP in Q3 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Commonwealth Financial Services held 1,888 shares of Shopify worth $280K as of Q3 2026.
  • Commonwealth Financial Services sold 201 Shopify shares in Q3 2026, an estimated $27.3K.
  • Shopify made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #189 holding.
  • Commonwealth Financial Services first reported a position in Shopify in Q3 2025 and has held it in 5 quarters since.
  • 412 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.