Patriot Financial Group Insurance Agency’s Shopify SHOP Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-1,804	Closed	-$214K	–	663
2026 Q1	$214K	Buy	+1,804	New	+$237K	0.01%	651
2022 Q3	–	Sell	-1,000	Closed	-$31K	–	1686
2022 Q2	$31K	Buy	+1,000	New	+$42.7K	0.01%	883
2022 Q1	–	Sell	-10	Closed	-$1K	–	2225
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	2074
2021 Q3	$1K	Sell	10 -220	-96%	-$33K	﹤0.01%	2090
2021 Q2	$34K	Hold	230	–	–	0.01%	975
2021 Q1	$25K	Buy	230 +220	+2,200%	+$26.6K	0.01%	1009
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	1800
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	1599
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	1577
2020 Q1	$0	Hold	10	–	–	﹤0.01%	1716
2019 Q4	$0	Buy	+10	New	+$338	﹤0.01%	1433

Other funds holding SHOP

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SHOP Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Shopify (SHOP) in Q2 2026, closing a stake of 1,804 shares — an estimated $214K sold.

Patriot Financial Group Insurance Agency first reported a position in SHOP in Q4 2019 and held it in 11 quarters. The position peaked at $214K in Q1 2026. 1,001 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,804 Shopify shares in Q2 2026, an estimated $214K.
Patriot Financial Group Insurance Agency first reported a position in Shopify in Q4 2019 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's Shopify position peaked at $214K in Q1 2026.
1,001 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.