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 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 $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Founders Financial Alliance's SHOP Position: Q1 2026 in Review

Founders Financial Alliance reduced its Shopify (SHOP) stake by 1.1% in Q1 2026, selling an estimated $2.5K and leaving 1,749 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #379.

Founders Financial Alliance first reported a position in SHOP in Q3 2020 and has held it in 9 quarters since. The position peaked at $543K in Q2 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

Founders Financial Alliance held 1,749 shares of Shopify worth $207K as of Q1 2026.
Founders Financial Alliance sold 19 Shopify shares in Q1 2026, an estimated $2.5K.
Shopify made up 0.04% of Founders Financial Alliance's portfolio in Q1 2026, its #379 holding.
Founders Financial Alliance first reported a position in Shopify in Q3 2020 and has held it in 9 quarters since.
Founders Financial Alliance's Shopify position peaked at $543K in Q2 2021.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.