FFA
SHOP icon

Farther Finance Advisors’s Shopify SHOP Stock Holding History

Farther Finance 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
Q3 		$7.92M Sell
53,389
-171
-0.3% -$23.2K 0.06% 310
2026
Q2 		$6.12M Buy
53,560
+3,301
+7% +$377K 0.05% 350
2026
Q1 		$5.96M Buy
50,259
+4,335
+9% +$570K 0.06% 301
2025
Q4 		$7.39M Buy
45,924
+18,672
+69% +$3M 0.08% 228
2025
Q3 		$4.05M Buy
27,252
+2,166
+9% +$294K 0.06% 265
2025
Q2 		$2.89M Buy
25,086
+11,222
+81% +$1.12M 0.06% 275
2025
Q1 		$1.35M Buy
13,864
+977
+8% +$106K 0.03% 403
2024
Q4 		$1.37M Sell
12,887
-4,260
-25% -$414K 0.05% 286
2024
Q3 		$1.37M Buy
17,147
+312
+2% +$21.5K 0.05% 273
2024
Q2 		$1.09M Buy
16,835
+5,495
+48% +$364K 0.05% 288
2024
Q1 		$887K Sell
11,340
-3,406
-23% -$269K 0.05% 277
2023
Q4 		$1.15M Buy
14,746
+9,237
+168% +$590K 0.08% 212
2023
Q3 		$301K Buy
5,509
+183
+3% +$11.1K 0.05% 291
2023
Q2 		$344K Sell
5,326
-264
-5% -$14.9K 0.08% 220
2023
Q1 		$268K Buy
5,590
+3,870
+225% +$170K 0.08% 226
2022
Q4 		$59.7K Buy
+1,720
New +$58.7K 0.02% 451

Other funds holding SHOP

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's SHOP Position: Q3 2026 in Review

Farther Finance Advisors reduced its Shopify (SHOP) stake by 0.32% in Q3 2026, selling an estimated $23.2K and leaving 53,389 shares worth $7.92M. The position accounts for 0.06% of the portfolio, ranked #310.

Farther Finance Advisors first reported a position in SHOP in Q4 2022 and has held it in 16 quarters since. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Farther Finance Advisors held 53,389 shares of Shopify worth $7.92M as of Q3 2026.
  • Farther Finance Advisors sold 171 Shopify shares in Q3 2026, an estimated $23.2K.
  • Shopify made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #310 holding.
  • Farther Finance Advisors first reported a position in Shopify in Q4 2022 and has held it in 16 quarters since.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.