Global Financial Private Client
SHOP icon

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
Q3 		$490K Hold
3,303
– – 0.14% 165
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Global Financial Private Client's SHOP Position: Q3 2026 in Review

Global Financial Private Client held its Shopify (SHOP) position steady in Q3 2026 at 3,303 shares worth $490K. The position accounts for 0.14% of the portfolio, ranked #165.

Global Financial Private Client first reported a position in SHOP in Q1 2022 and has held it in 19 quarters since. The position peaked at $527K in Q4 2025. 1,148 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Global Financial Private Client held 3,303 shares of Shopify worth $490K as of Q3 2026.
  • Global Financial Private Client left its Shopify share count unchanged in Q3 2026.
  • Shopify made up 0.14% of Global Financial Private Client's portfolio in Q3 2026, its #165 holding.
  • Global Financial Private Client first reported a position in Shopify in Q1 2022 and has held it in 19 quarters since.
  • Global Financial Private Client's Shopify position peaked at $527K in Q4 2025.
  • 1,148 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.