FUBT
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First United Bank & Trust’s Shopify SHOP Stock Holding History

First United Bank & Trust’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 		$377K Sell
3,305
-290
-8% -$33.1K 0.11% 116
2026
Q1 		$426K Sell
3,595
-2,260
-39% -$297K 0.14% 109
2025
Q4 		$942K Buy
5,855
+330
+6% +$53K 0.3% 72
2025
Q3 		$821K Buy
5,525
+520
+10% +$70.5K 0.27% 79
2025
Q2 		$577K Sell
5,005
-10
-0.2% -$1K 0.2% 89
2025
Q1 		$479K Buy
5,015
+425
+9% +$46.3K 0.18% 97
2024
Q4 		$488K Buy
4,590
+100
+2% +$9.73K 0.18% 99
2024
Q3 		$360K Buy
4,490
+820
+22% +$56.6K 0.13% 116
2024
Q2 		$242K Buy
3,670
+2,285
+165% +$152K 0.09% 139
2024
Q1 		$107K Buy
1,385
+610
+79% +$48.2K 0.04% 187
2023
Q4 		$60.4K Buy
+775
New +$49.5K 0.02% 223
2022
Q1 		– Sell
-3,050
Closed -$420K – 169
2021
Q4 		$420K Buy
3,050
+1,140
+60% +$167K 0.16% 116
2021
Q3 		$259K Buy
+1,910
New +$286K 0.11% 145

Other funds holding SHOP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

First United Bank & Trust's SHOP Position: Q2 2026 in Review

First United Bank & Trust reduced its Shopify (SHOP) stake by 8.1% in Q2 2026, selling an estimated $33.1K and leaving 3,305 shares worth $377K. The position accounts for 0.11% of the portfolio, ranked #116.

First United Bank & Trust first reported a position in SHOP in Q3 2021 and has held it in 13 quarters since. The position peaked at $942K in Q4 2025. 724 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • First United Bank & Trust held 3,305 shares of Shopify worth $377K as of Q2 2026.
  • First United Bank & Trust sold 290 Shopify shares in Q2 2026, an estimated $33.1K.
  • Shopify made up 0.11% of First United Bank & Trust's portfolio in Q2 2026, its #116 holding.
  • First United Bank & Trust first reported a position in Shopify in Q3 2021 and has held it in 13 quarters since.
  • First United Bank & Trust's Shopify position peaked at $942K in Q4 2025.
  • 724 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.