Park Square Financial Group’s Shopify SHOP Stock Holding History

Park Square 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
2025 Q3	–	Sell	-272	Closed	-$31.4K	–	828
2025 Q2	$31.4K	Hold	272	–	–	0.02%	371
2025 Q1	$26K	Buy	272 +63	+30%	+$6.87K	0.02%	369
2024 Q4	$22.2K	Buy	+209	New	+$20.3K	0.02%	405

Other funds holding SHOP

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Park Square Financial Group's SHOP Position: Q3 2025 in Review

Park Square Financial Group sold out of Shopify (SHOP) in Q3 2025, closing a stake of 272 shares — an estimated $31.4K sold.

Park Square Financial Group first reported a position in SHOP in Q4 2024 and held it in 3 quarters. The position peaked at $31.4K in Q2 2025. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

Park Square Financial Group reported no remaining Shopify position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 272 Shopify shares in Q3 2025, an estimated $31.4K.
Park Square Financial Group first reported a position in Shopify in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Shopify position peaked at $31.4K in Q2 2025.
1,718 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.