JFS Wealth Advisors
SHOP icon

JFS Wealth Advisors’s Shopify SHOP Stock Holding History

JFS Wealth Advisors’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 		$89.7K Hold
605
– – ﹤0.01% 442
2026
Q2 		$69.1K Sell
605
-720
-54% -$82.2K ﹤0.01% 484
2026
Q1 		$157K Hold
1,325
– – 0.01% 354
2025
Q4 		$213K Hold
1,325
– – 0.01% 311
2025
Q3 		$197K Hold
1,325
– – 0.01% 330
2025
Q2 		$153K Hold
1,325
– – 0.01% 321
2025
Q1 		$127K Buy
1,325
+73
+6% +$7.96K 0.01% 346
2024
Q4 		$133K Buy
1,252
+195
+18% +$19K 0.01% 330
2024
Q3 		$84.7K Buy
1,057
+100
+10% +$6.91K 0.01% 389
2024
Q2 		$63.2K Hold
957
– – 0.01% 382
2024
Q1 		$73.9K Buy
957
+77
+9% +$6.08K 0.01% 371
2023
Q4 		$68.6K Buy
880
+18
+2% +$1.15K 0.01% 363
2023
Q3 		$47K Sell
862
-16
-2% -$969 ﹤0.01% 383
2023
Q2 		$56.7K Buy
878
+20
+2% +$1.13K 0.01% 358
2023
Q1 		$41.1K Buy
858
+11
+1% +$484 ﹤0.01% 396
2022
Q4 		$29.4K Sell
847
-484
-36% -$16.5K ﹤0.01% 452
2022
Q3 		$36K Sell
1,331
-219
-14% -$7.45K ﹤0.01% 446
2022
Q2 		$48K Buy
1,550
+210
+16% +$8.97K 0.01% 402
2022
Q1 		$91K Buy
1,340
+280
+26% +$23K 0.01% 314
2021
Q4 		$146K Buy
1,060
+20
+2% +$2.92K 0.01% 258
2021
Q3 		$141K Buy
1,040
+250
+32% +$37.5K 0.01% 258
2021
Q2 		$115K Hold
790
– – 0.02% 208
2021
Q1 		$87K Buy
790
+730
+1,217% +$88.2K 0.02% 207
2020
Q4 		$7K Hold
60
– – ﹤0.01% 446
2020
Q3 		$6K Sell
60
-30
-33% -$2.98K ﹤0.01% 432
2020
Q2 		$9K Hold
90
– – ﹤0.01% 391
2020
Q1 		$4K Buy
+90
New +$4.06K ﹤0.01% 406
2019
Q2 		– Sell
-290
Closed -$6K – 481
2019
Q1 		$6K Buy
+290
New +$5.12K ﹤0.01% 386

Other funds holding SHOP

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

JFS Wealth Advisors's SHOP Position: Q3 2026 in Review

JFS Wealth Advisors held its Shopify (SHOP) position steady in Q3 2026 at 605 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

JFS Wealth Advisors first reported a position in SHOP in Q1 2019 and has held it in 28 quarters since. The position peaked at $213K in Q4 2025. 1,065 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • JFS Wealth Advisors held 605 shares of Shopify worth $89.7K as of Q3 2026.
  • JFS Wealth Advisors left its Shopify share count unchanged in Q3 2026.
  • Shopify made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #442 holding.
  • JFS Wealth Advisors first reported a position in Shopify in Q1 2019 and has held it in 28 quarters since.
  • JFS Wealth Advisors's Shopify position peaked at $213K in Q4 2025.
  • 1,065 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.