Jones Financial Companies
SHOP icon

Jones Financial Companies’s Shopify SHOP Stock Holding History

Jones Financial Companies’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 		$85.7M Sell
733,749
-15,788
-2% -$1.8M 0.03% 273
2026
Q1 		$83.8M Buy
749,537
+618,560
+472% +$81.3M 0.04% 232
2025
Q4 		$21.1M Buy
130,977
+14,097
+12% +$2.26M 0.01% 314
2025
Q3 		$16.4M Buy
116,880
+21,468
+23% +$2.91M 0.01% 325
2025
Q2 		$10.8M Buy
95,412
+22,379
+31% +$2.24M 0.01% 348
2025
Q1 		$7.06M Buy
73,033
+18,621
+34% +$2.03M 0.01% 362
2024
Q4 		$5.79M Buy
54,412
+13,775
+34% +$1.34M 0.01% 338
2024
Q3 		$3.22M Buy
40,637
+16,472
+68% +$1.14M ﹤0.01% 361
2024
Q2 		$1.6M Buy
24,165
+20,978
+658% +$1.39M ﹤0.01% 352
2024
Q1 		$246K Buy
3,187
+2,828
+788% +$223K ﹤0.01% 430
2023
Q4 		$28K Buy
+359
New +$22.9K ﹤0.01% 548
2023
Q2 		– Sell
-500
Closed -$24K – 588
2023
Q1 		$24K Sell
500
-200
-29% -$8.8K ﹤0.01% 407
2022
Q4 		$24K Sell
700
-340
-33% -$11.6K ﹤0.01% 406
2022
Q3 		$28K Buy
+1,040
New +$35.4K ﹤0.01% 353
2021
Q1 		– Sell
-70
Closed -$8K – 856
2020
Q4 		$8K Buy
+70
New +$7.35K ﹤0.01% 457

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

Jones Financial Companies's SHOP Position: Q2 2026 in Review

Jones Financial Companies reduced its Shopify (SHOP) stake by 2.1% in Q2 2026, selling an estimated $1.8M and leaving 733,749 shares worth $85.7M. The position accounts for 0.03% of the portfolio, ranked #273.

Jones Financial Companies first reported a position in SHOP in Q4 2020 and has held it in 15 quarters since. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Jones Financial Companies held 733,749 shares of Shopify worth $85.7M as of Q2 2026.
  • Jones Financial Companies sold 15,788 Shopify shares in Q2 2026, an estimated $1.8M.
  • Shopify made up 0.03% of Jones Financial Companies's portfolio in Q2 2026, its #273 holding.
  • Jones Financial Companies first reported a position in Shopify in Q4 2020 and has held it in 15 quarters since.
  • 1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.