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JNBA Financial Advisors’s Shopify SHOP Stock Holding History

JNBA Financial 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
Q2 		$14.2K Hold
124
– – ﹤0.01% 475
2026
Q1 		$14.7K Buy
124
+92
+288% +$12.1K ﹤0.01% 450
2025
Q4 		$5.15K Buy
+32
New +$5.14K ﹤0.01% 571
2022
Q1 		– Sell
-380
Closed -$52K – 825
2021
Q4 		$52K Buy
380
+130
+52% +$19K 0.01% 301
2021
Q3 		$34K Hold
250
– – ﹤0.01% 339
2021
Q2 		$37K Buy
+250
New +$30.8K 0.01% 323

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

JNBA Financial Advisors's SHOP Position: Q2 2026 in Review

JNBA Financial Advisors held its Shopify (SHOP) position steady in Q2 2026 at 124 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

JNBA Financial Advisors first reported a position in SHOP in Q2 2021 and has held it in 6 quarters since. The position peaked at $52K in Q4 2021. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • JNBA Financial Advisors held 124 shares of Shopify worth $14.2K as of Q2 2026.
  • JNBA Financial Advisors left its Shopify share count unchanged in Q2 2026.
  • Shopify made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #475 holding.
  • JNBA Financial Advisors first reported a position in Shopify in Q2 2021 and has held it in 6 quarters since.
  • JNBA Financial Advisors's Shopify position peaked at $52K in Q4 2021.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.