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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
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 $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JNBA Financial Advisors's SHOP Position: Q1 2026 in Review

JNBA Financial Advisors increased its Shopify (SHOP) stake by 288% in Q1 2026, buying an estimated $12.1K and bringing the position to 124 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

JNBA Financial Advisors first reported a position in SHOP in Q2 2021 and has held it in 5 quarters since. The position peaked at $52K in Q4 2021. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • JNBA Financial Advisors held 124 shares of Shopify worth $14.7K as of Q1 2026.
  • JNBA Financial Advisors bought 92 Shopify shares in Q1 2026, an estimated $12.1K.
  • Shopify made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #450 holding.
  • JNBA Financial Advisors first reported a position in Shopify in Q2 2021 and has held it in 5 quarters since.
  • JNBA Financial Advisors's Shopify position peaked at $52K in Q4 2021.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.