NFG
SHOP icon

Nations Financial Group’s Shopify SHOP Stock Holding History

Nations Financial Group’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 		$674K Buy
5,903
+25
+0.4% +$2.85K 0.03% 484
2026
Q1 		$697K Buy
5,878
+409
+7% +$53.7K 0.04% 459
2025
Q4 		$880K Buy
5,469
+376
+7% +$60.4K 0.05% 384
2025
Q3 		$757K Sell
5,093
-10
-0.2% -$1.36K 0.05% 394
2025
Q2 		$589K Sell
5,103
-136
-3% -$13.6K 0.04% 414
2025
Q1 		$500K Buy
5,239
+284
+6% +$30.9K 0.04% 424
2024
Q4 		$527K Buy
4,955
+199
+4% +$19.4K 0.04% 422
2024
Q3 		$381K Buy
4,756
+209
+5% +$14.4K 0.03% 511
2024
Q2 		$300K Sell
4,547
-2
-0% -$133 0.02% 537
2024
Q1 		$351K Sell
4,549
-290
-6% -$22.9K 0.03% 501
2023
Q4 		$377K Buy
4,839
+150
+3% +$9.58K 0.03% 467
2023
Q3 		$256K Buy
4,689
+299
+7% +$18.1K 0.03% 527
2023
Q2 		$284K Buy
4,390
+150
+4% +$8.48K 0.03% 515
2023
Q1 		$203K Buy
+4,240
New +$187K 0.02% 577
2022
Q1 		– Sell
-3,330
Closed -$459K – 560
2021
Q4 		$459K Buy
3,330
+200
+6% +$29.2K 0.06% 305
2021
Q3 		$424K Buy
3,130
+250
+9% +$37.5K 0.06% 292
2021
Q2 		$421K Buy
2,880
+20
+0.7% +$2.46K 0.07% 281
2021
Q1 		$316K Buy
2,860
+880
+44% +$106K 0.07% 275
2020
Q4 		$224K Sell
1,980
-300
-13% -$31.5K 0.06% 302
2020
Q3 		$233K Buy
+2,280
New +$227K 0.07% 258

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Nations Financial Group's SHOP Position: Q2 2026 in Review

Nations Financial Group increased its Shopify (SHOP) stake by 0.43% in Q2 2026, buying an estimated $2.85K and bringing the position to 5,903 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #484.

Nations Financial Group first reported a position in SHOP in Q3 2020 and has held it in 20 quarters since. The position peaked at $880K in Q4 2025. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Nations Financial Group held 5,903 shares of Shopify worth $674K as of Q2 2026.
  • Nations Financial Group bought 25 Shopify shares in Q2 2026, an estimated $2.85K.
  • Shopify made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #484 holding.
  • Nations Financial Group first reported a position in Shopify in Q3 2020 and has held it in 20 quarters since.
  • Nations Financial Group's Shopify position peaked at $880K in Q4 2025.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.