IFG
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Independent Financial Group’s Shopify SHOP Stock Holding History

Independent 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 		$2.44M Buy
21,385
+1,892
+10% +$216K 0.05% 392
2026
Q1 		$2.31M Sell
19,493
-1,278
-6% -$168K 0.05% 367
2025
Q4 		$3.34M Sell
20,771
-2,582
-11% -$415K 0.07% 250
2025
Q3 		$3.47M Buy
23,353
+3,083
+15% +$418K 0.08% 224
2025
Q2 		$2.34M Sell
20,270
-661
-3% -$66.1K 0.06% 297
2025
Q1 		$2M Sell
20,931
-3,393
-14% -$370K 0.07% 277
2024
Q4 		$2.59M Buy
24,324
+1,359
+6% +$132K 0.09% 230
2024
Q3 		$1.84M Sell
22,965
-1,670
-7% -$115K 0.07% 287
2024
Q2 		$1.63M Buy
24,635
+8,595
+54% +$570K 0.07% 272
2024
Q1 		$1.24M Sell
16,040
-1,970
-11% -$156K 0.06% 327
2023
Q4 		$1.4M Buy
18,010
+2,447
+16% +$156K 0.08% 274
2023
Q3 		$849K Sell
15,563
-733
-4% -$44.4K 0.06% 356
2023
Q2 		$1.05M Sell
16,296
-15,134
-48% -$856K 0.07% 300
2023
Q1 		$1.51M Buy
31,430
+5,857
+23% +$258K 0.12% 194
2022
Q4 		$888K Buy
25,573
+9,838
+63% +$336K 0.08% 265
2022
Q3 		$424K Sell
15,735
-894
-5% -$30.4K 0.04% 432
2022
Q2 		$519K Buy
16,629
+4,049
+32% +$173K 0.06% 376
2022
Q1 		$850K Sell
12,580
-15,930
-56% -$1.31M 0.07% 300
2021
Q4 		$3.93M Sell
28,510
-1,380
-5% -$202K 0.32% 51
2021
Q3 		$4.05M Buy
29,890
+7,430
+33% +$1.11M 0.41% 41
2021
Q2 		$3.28M Buy
22,460
+8,840
+65% +$1.09M 0.35% 57
2021
Q1 		$1.51M Sell
13,620
-6,710
-33% -$811K 0.19% 127
2020
Q4 		$2.3M Buy
20,330
+1,260
+7% +$132K 0.34% 66
2020
Q3 		$1.95M Sell
19,070
-6,170
-24% -$613K 0.37% 59
2020
Q2 		$2.4M Buy
25,240
+5,210
+26% +$362K 0.53% 34
2020
Q1 		$835K Buy
+20,030
New +$903K 0.25% 99

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

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

Independent Financial Group increased its Shopify (SHOP) stake by 9.7% in Q2 2026, buying an estimated $216K and bringing the position to 21,385 shares worth $2.44M. The position accounts for 0.05% of the portfolio, ranked #392.

Independent Financial Group first reported a position in SHOP in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.05M in Q3 2021. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Independent Financial Group held 21,385 shares of Shopify worth $2.44M as of Q2 2026.
  • Independent Financial Group bought 1,892 Shopify shares in Q2 2026, an estimated $216K.
  • Shopify made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #392 holding.
  • Independent Financial Group first reported a position in Shopify in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Shopify position peaked at $4.05M in Q3 2021.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.