Founders Financial Alliance’s Shopify SHOP Stock Holding History

Founders Financial Alliance’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	–	Sell	-1,749	Closed	-$207K	–	816
2026 Q1	$207K	Sell	1,749 -19	-1%	-$2.5K	0.04%	379
2025 Q4	$285K	Buy	1,768 +87	+5%	+$14K	0.05%	299
2025 Q3	$250K	Buy	+1,681	New	+$228K	0.05%	327
2022 Q1	–	Sell	-1,640	Closed	-$226K	–	472
2021 Q4	$226K	Buy	1,640 +170	+12%	+$24.8K	0.09%	229
2021 Q3	$200K	Sell	1,470 -2,250	-60%	-$337K	0.09%	221
2021 Q2	$543K	Hold	3,720	–	–	0.25%	97
2021 Q1	$401K	Sell	3,720 -800	-18%	-$96.7K	0.2%	116
2020 Q4	$511K	Buy	4,520 +520	+13%	+$54.6K	0.29%	81
2020 Q3	$409K	Buy	+4,000	New	+$398K	0.24%	85

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Founders Financial Alliance's SHOP Position: Q2 2026 in Review

Founders Financial Alliance sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,749 shares — an estimated $207K sold.

Founders Financial Alliance first reported a position in SHOP in Q3 2020 and held it in 9 quarters. The position peaked at $543K in Q2 2021. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Founders Financial Alliance reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
Founders Financial Alliance sold 1,749 Shopify shares in Q2 2026, an estimated $207K.
Founders Financial Alliance first reported a position in Shopify in Q3 2020 and held it in 9 quarters.
Founders Financial Alliance's Shopify position peaked at $543K in Q2 2021.
1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.