CFS
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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
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

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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NI
Nepsis Inc Minneapolis, Minnesota $295M AUM 35.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Financial Services's SHOP Position: Q2 2026 in Review

Commonwealth Financial Services increased its Shopify (SHOP) stake by 14% in Q2 2026, buying an estimated $29.2K and bringing the position to 2,089 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #257.

Commonwealth Financial Services first reported a position in SHOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $253K in Q4 2025. 282 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Commonwealth Financial Services held 2,089 shares of Shopify worth $239K as of Q2 2026.
  • Commonwealth Financial Services bought 256 Shopify shares in Q2 2026, an estimated $29.2K.
  • Shopify made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #257 holding.
  • Commonwealth Financial Services first reported a position in Shopify in Q3 2025 and has held it in 4 quarters since.
  • Commonwealth Financial Services's Shopify position peaked at $253K in Q4 2025.
  • 282 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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