NBT Bank’s Shopify SHOP Stock Holding History

NBT Bank’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 Q1	$7K	Sell	59 -102	-63%	-$13.4K	﹤0.01%	697
2025 Q4	$6.44K	Buy	161 +12	+8%	+$1.93K	﹤0.01%	693
2025 Q3	$5.94K	Buy	149 +109	+273%	+$14.8K	﹤0.01%	717
2025 Q2	$4.61K	Hold	40	–	–	﹤0.01%	705
2025 Q1	$3.82K	Hold	40	–	–	﹤0.01%	724
2024 Q4	$4.25K	Hold	40	–	–	﹤0.01%	711
2024 Q3	$3.21K	Hold	40	–	–	﹤0.01%	763
2024 Q2	$2.64K	Hold	40	–	–	﹤0.01%	533
2024 Q1	$3.09K	Hold	40	–	–	﹤0.01%	529
2023 Q4	$3.12K	Buy	+40	New	+$2.55K	﹤0.01%	522

Other funds holding SHOP

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NBT Bank's SHOP Position: Q1 2026 in Review

NBT Bank reduced its Shopify (SHOP) stake by 63% in Q1 2026, selling an estimated $13.4K and leaving 59 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

NBT Bank first reported a position in SHOP in Q4 2023 and has held it in 10 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

NBT Bank held 59 shares of Shopify worth $7K as of Q1 2026.
NBT Bank sold 102 Shopify shares in Q1 2026, an estimated $13.4K.
Shopify made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #697 holding.
NBT Bank first reported a position in Shopify in Q4 2023 and has held it in 10 quarters since.
1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.