CFS
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CRA Financial Services’s Shopify SHOP Stock Holding History

CRA 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 		$229K Buy
2,005
+100
+5% +$11.4K 0.03% 292
2026
Q1 		$226K Buy
1,905
+77
+4% +$10.1K 0.03% 273
2025
Q4 		$294K Sell
1,828
-200
-10% -$32.1K 0.04% 237
2025
Q3 		$301K Buy
2,028
+162
+9% +$22K 0.04% 230
2025
Q2 		$215K Buy
+1,866
New +$187K 0.03% 268
2025
Q1 		– Sell
-2,620
Closed -$279K – 276
2024
Q4 		$279K Sell
2,620
-100
-4% -$9.73K 0.05% 209
2024
Q3 		$218K Buy
+2,720
New +$188K 0.04% 247
2024
Q2 		– Sell
-2,996
Closed -$231K – 256
2024
Q1 		$231K Sell
2,996
-34
-1% -$2.69K 0.05% 220
2023
Q4 		$236K Buy
+3,030
New +$193K 0.06% 194

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

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

CRA Financial Services increased its Shopify (SHOP) stake by 5.2% in Q2 2026, buying an estimated $11.4K and bringing the position to 2,005 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #292.

CRA Financial Services first reported a position in SHOP in Q4 2023 and has held it in 9 quarters since. The position peaked at $301K in Q3 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • CRA Financial Services held 2,005 shares of Shopify worth $229K as of Q2 2026.
  • CRA Financial Services bought 100 Shopify shares in Q2 2026, an estimated $11.4K.
  • Shopify made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #292 holding.
  • CRA Financial Services first reported a position in Shopify in Q4 2023 and has held it in 9 quarters since.
  • CRA Financial Services's Shopify position peaked at $301K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.