Keystone Financial Group (Kentucky)’s Shopify SHOP Stock Holding History

Keystone Financial Group (Kentucky)’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	$363K	Buy	3,178 +454	+17%	+$51.8K	0.02%	390
2026 Q1	$327K	Buy	2,724 +464	+21%	+$61K	0.02%	381
2025 Q4	$364K	Buy	2,260 +455	+25%	+$73.1K	0.03%	310
2025 Q3	$272K	Buy	1,805 +47	+3%	+$6.37K	0.02%	343
2025 Q2	$248K	Buy	+1,758	New	+$176K	0.02%	357
2025 Q1	–	Sell	-2,238	Closed	-$258K	–	408
2024 Q4	$258K	Buy	+2,238	New	+$218K	0.03%	320

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SHOP Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Shopify (SHOP) stake by 17% in Q2 2026, buying an estimated $51.8K and bringing the position to 3,178 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #390.

Keystone Financial Group (Kentucky) first reported a position in SHOP in Q4 2024 and has held it in 6 quarters since. The position peaked at $364K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Keystone Financial Group (Kentucky) held 3,178 shares of Shopify worth $363K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 454 Shopify shares in Q2 2026, an estimated $51.8K.
Shopify made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #390 holding.
Keystone Financial Group (Kentucky) first reported a position in Shopify in Q4 2024 and has held it in 6 quarters since.
Keystone Financial Group (Kentucky)'s Shopify position peaked at $364K in Q4 2025.
1,705 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.