GFG
SHOP icon

Greystone Financial Group’s Shopify SHOP Stock Holding History

Greystone Financial Group’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
-2,371
Closed -$281K – 88
2026
Q1 		$281K Sell
2,371
-2,422
-51% -$318K 0.08% 73
2025
Q4 		$772K Buy
4,793
+88
+2% +$14.1K 0.12% 75
2025
Q3 		$699K Buy
4,705
+60
+1% +$8.13K 0.11% 83
2025
Q2 		$536K Buy
4,645
+44
+1% +$4.4K 0.09% 82
2025
Q1 		$439K Buy
4,601
+34
+0.7% +$3.71K 0.08% 86
2024
Q4 		$486K Buy
4,567
+34
+0.8% +$3.31K 0.08% 83
2024
Q3 		$363K Buy
+4,533
New +$313K 0.06% 94

Other funds holding SHOP

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Greystone Financial Group's SHOP Position: Q2 2026 in Review

Greystone Financial Group sold out of Shopify (SHOP) in Q2 2026, closing a stake of 2,371 shares — an estimated $281K sold.

Greystone Financial Group first reported a position in SHOP in Q3 2024 and held it in 7 quarters. The position peaked at $772K in Q4 2025. 745 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Greystone Financial Group reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Greystone Financial Group sold 2,371 Shopify shares in Q2 2026, an estimated $281K.
  • Greystone Financial Group first reported a position in Shopify in Q3 2024 and held it in 7 quarters.
  • Greystone Financial Group's Shopify position peaked at $772K in Q4 2025.
  • 745 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.