Key Financial Inc
SHOP icon

Key Financial Inc’s Shopify SHOP Stock Holding History

Key Financial Inc’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 		$47.5K Hold
320
– – 0.01% 540
2026
Q2 		$36.5K Hold
320
– – 0.01% 602
2026
Q1 		$38K Sell
320
-2
-0.6% -$263 0.01% 590
2025
Q4 		$51.8K Sell
322
-24
-7% -$3.85K 0.01% 505
2025
Q3 		$51.8K Buy
346
+2
+0.6% +$271 0.01% 512
2025
Q2 		$39.7K Hold
344
– – 0.01% 547
2025
Q1 		$32.8K Hold
344
– – 0.01% 555
2024
Q4 		$36.6K Buy
344
+24
+8% +$2.33K 0.01% 532
2024
Q3 		$25.6K Hold
320
– – 0.01% 597
2024
Q2 		$21.1K Hold
320
– – 0.01% 628
2024
Q1 		$24.7K Hold
320
– – 0.01% 571
2023
Q4 		$24.9K Hold
320
– – 0.01% 549
2023
Q3 		$17.5K Hold
320
– – 0.01% 593
2023
Q2 		$20.7K Buy
320
+100
+45% +$5.65K 0.01% 570
2023
Q1 		$10.5K Buy
220
+150
+214% +$6.6K ﹤0.01% 666
2022
Q4 		$1.89K Hold
70
– – ﹤0.01% 961
2022
Q3 		$2K Sell
70
-200
-74% -$6.8K ﹤0.01% 972
2022
Q2 		$8K Sell
270
-440
-62% -$18.8K ﹤0.01% 697
2022
Q1 		$48K Buy
710
+440
+163% +$36.1K 0.02% 367
2021
Q4 		$37K Hold
270
– – 0.02% 389
2021
Q3 		$37K Hold
270
– – 0.02% 383
2021
Q2 		$41K Buy
270
+200
+286% +$24.6K 0.02% 378
2021
Q1 		$8K Hold
70
– – 0.01% 532
2020
Q4 		$8K Buy
+70
New +$7.35K 0.01% 494
2020
Q2 		– Sell
-780
Closed -$34K – 528
2020
Q1 		$34K Buy
+780
New +$35.2K 0.03% 262

Other funds holding SHOP

Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Barton Investment Management
Barton Investment Management West Conshohocken, Pennsylvania $807M AUM 1.61% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Key Financial Inc's SHOP Position: Q3 2026 in Review

Key Financial Inc held its Shopify (SHOP) position steady in Q3 2026 at 320 shares worth $47.5K. The position accounts for 0.01% of the portfolio, ranked #540.

Key Financial Inc first reported a position in SHOP in Q1 2020 and has held it in 25 quarters since. The position peaked at $51.8K in Q4 2025. 873 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Key Financial Inc held 320 shares of Shopify worth $47.5K as of Q3 2026.
  • Key Financial Inc left its Shopify share count unchanged in Q3 2026.
  • Shopify made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #540 holding.
  • Key Financial Inc first reported a position in Shopify in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Shopify position peaked at $51.8K in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.