GFPC
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Global Financial Private Client’s Shopify SHOP Stock Holding History

Global Financial Private Client’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 Buy
3,303
+30
+0.9% +$3.42K 0.1% 190
2026
Q1 		$388K Hold
3,273
– – 0.13% 177
2025
Q4 		$527K Hold
3,273
– – 0.18% 140
2025
Q3 		$486K Hold
3,273
– – 0.17% 146
2025
Q2 		$378K Hold
3,273
– – 0.14% 162
2025
Q1 		$313K Hold
3,273
– – 0.12% 170
2024
Q4 		$348K Sell
3,273
-95
-3% -$9.24K 0.13% 161
2024
Q3 		$270K Buy
3,368
+659
+24% +$45.5K 0.11% 177
2024
Q2 		$179K Hold
2,709
– – 0.07% 190
2024
Q1 		$212K Hold
2,709
– – 0.09% 175
2023
Q4 		$211K Hold
2,709
– – 0.1% 172
2023
Q3 		$146K Buy
2,709
+5
+0.2% +$303 0.08% 181
2023
Q2 		$175K Hold
2,704
– – 0.09% 176
2023
Q1 		$129K Hold
2,704
– – 0.07% 184
2022
Q4 		$93.9K Sell
2,704
-580
-18% -$19.8K 0.05% 203
2022
Q3 		$91.2K Buy
3,284
+764
+30% +$26K 0.05% 202
2022
Q2 		$79.2K Buy
2,520
+2,430
+2,700% +$104K 0.04% 215
2022
Q1 		$6.24K Buy
+90
New +$7.39K ﹤0.01% 447

Other funds holding SHOP

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
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
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Global Financial Private Client's SHOP Position: Q2 2026 in Review

Global Financial Private Client increased its Shopify (SHOP) stake by 0.92% in Q2 2026, buying an estimated $3.42K and bringing the position to 3,303 shares worth $377K. The position accounts for 0.1% of the portfolio, ranked #190.

Global Financial Private Client first reported a position in SHOP in Q1 2022 and has held it in 18 quarters since. The position peaked at $527K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Global Financial Private Client held 3,303 shares of Shopify worth $377K as of Q2 2026.
  • Global Financial Private Client bought 30 Shopify shares in Q2 2026, an estimated $3.42K.
  • Shopify made up 0.1% of Global Financial Private Client's portfolio in Q2 2026, its #190 holding.
  • Global Financial Private Client first reported a position in Shopify in Q1 2022 and has held it in 18 quarters since.
  • Global Financial Private Client's Shopify position peaked at $527K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.