BPI
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BFC Planning, Inc.’s Shopify SHOP Stock Holding History

BFC Planning, Inc.’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 		$2.25M Sell
19,707
-1,427
-7% -$163K 0.09% 222
2026
Q1 		$2.51M Buy
21,134
+1,186
+6% +$156K 0.11% 183
2025
Q4 		$3.21M Buy
19,948
+2,624
+15% +$421K 0.14% 148
2025
Q3 		$2.57M Buy
17,324
+51
+0.3% +$6.91K 0.19% 100
2025
Q2 		$1.99M Buy
17,273
+8,952
+108% +$895K 0.16% 124
2025
Q1 		$794K Buy
8,321
+2,569
+45% +$280K 0.07% 246
2024
Q4 		$612K Buy
+5,752
New +$559K 0.05% 292

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BFC Planning, Inc.'s SHOP Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Shopify (SHOP) stake by 6.8% in Q2 2026, selling an estimated $163K and leaving 19,707 shares worth $2.25M. The position accounts for 0.09% of the portfolio, ranked #222.

BFC Planning, Inc. first reported a position in SHOP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.21M in Q4 2025. 1,724 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • BFC Planning, Inc. held 19,707 shares of Shopify worth $2.25M as of Q2 2026.
  • BFC Planning, Inc. sold 1,427 Shopify shares in Q2 2026, an estimated $163K.
  • Shopify made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #222 holding.
  • BFC Planning, Inc. first reported a position in Shopify in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Shopify position peaked at $3.21M in Q4 2025.
  • 1,724 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.