MFS
SHOP icon

Montgomery Financial Services’s Shopify SHOP Stock Holding History

Montgomery Financial Services’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 		$114 Buy
+1
New +$114 ﹤0.01% 328

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's SHOP Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Shopify (SHOP) in Q2 2026: 1 share worth $114. The stake represents ﹤0.01% of the portfolio and ranks #328 among its holdings.

1,622 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Montgomery Financial Services held 1 share of Shopify worth $114 as of Q2 2026.
  • Shopify was a new Montgomery Financial Services position in Q2 2026.
  • Shopify made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #328 holding.
  • 1,622 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.