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Grove Bank & Trust’s Shopify SHOP Stock Holding History

Grove Bank & Trust’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 		$2.88M Sell
19,420
-1,310
-6% -$178K 0.29% 58
2026
Q2 		$2.37M Sell
20,730
-668
-3% -$76.2K 0.23% 71
2026
Q1 		$2.54M Buy
21,398
+248
+1% +$32.6K 0.29% 64
2025
Q4 		$3.4M Sell
21,150
-4,350
-17% -$698K 0.38% 55
2025
Q3 		$3.79M Sell
25,500
-6,623
-21% -$898K 0.44% 50
2025
Q2 		$3.71M Sell
32,123
-1,122
-3% -$112K 0.46% 48
2025
Q1 		$3.17M Buy
33,245
+1,723
+5% +$188K 0.42% 52
2024
Q4 		$3.35M Buy
31,522
+1,087
+4% +$106K 0.47% 44
2024
Q3 		$2.44M Buy
30,435
+9,850
+48% +$680K 0.36% 58
2024
Q2 		$1.36M Buy
+20,585
New +$1.37M 0.22% 75
2023
Q4 		– Sell
-83
Closed -$4.53K – 689
2023
Q3 		$4.53K Buy
+83
New +$5.03K ﹤0.01% 578
2023
Q1 		– Sell
-190
Closed -$7K – 746
2022
Q4 		$7K Buy
+190
New +$6.49K ﹤0.01% 519

Other funds holding SHOP

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LWA
LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Grove Bank & Trust's SHOP Position: Q3 2026 in Review

Grove Bank & Trust reduced its Shopify (SHOP) stake by 6.3% in Q3 2026, selling an estimated $178K and leaving 19,420 shares worth $2.88M. The position accounts for 0.29% of the portfolio, ranked #58.

Grove Bank & Trust first reported a position in SHOP in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.79M in Q3 2025. 85 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Grove Bank & Trust held 19,420 shares of Shopify worth $2.88M as of Q3 2026.
  • Grove Bank & Trust sold 1,310 Shopify shares in Q3 2026, an estimated $178K.
  • Shopify made up 0.29% of Grove Bank & Trust's portfolio in Q3 2026, its #58 holding.
  • Grove Bank & Trust first reported a position in Shopify in Q4 2022 and has held it in 12 quarters since.
  • Grove Bank & Trust's Shopify position peaked at $3.79M in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.