PFA
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Petra Financial Advisors’s Shopify SHOP Stock Holding History

Petra Financial Advisors’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
-4,466
Closed -$530K – 181
2026
Q1 		$530K Buy
4,466
+228
+5% +$30K 0.33% 75
2025
Q4 		$682K Buy
4,238
+170
+4% +$27.3K 0.4% 70
2025
Q3 		$605K Buy
4,068
+186
+5% +$25.2K 0.35% 82
2025
Q2 		$448K Buy
+3,882
New +$388K 0.28% 91
2025
Q1 		– Sell
-5,247
Closed -$558K – 144
2024
Q4 		$558K Buy
+5,247
New +$510K 0.38% 74
2024
Q2 		– Sell
-15,561
Closed -$1.2M – 132
2024
Q1 		$1.2M Sell
15,561
-41
-0.3% -$3.24K 0.88% 35
2023
Q4 		$1.22M Sell
15,602
-785
-5% -$50.1K 1.01% 32
2023
Q3 		$894K Buy
16,387
+159
+1% +$9.63K 0.75% 37
2023
Q2 		$1.05M Buy
+16,228
New +$917K 0.94% 31

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

Petra Financial Advisors's SHOP Position: Q2 2026 in Review

Petra Financial Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 4,466 shares — an estimated $530K sold.

Petra Financial Advisors first reported a position in SHOP in Q2 2023 and held it in 9 quarters. The position peaked at $1.22M in Q4 2023. 493 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Petra Financial Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • Petra Financial Advisors sold 4,466 Shopify shares in Q2 2026, an estimated $530K.
  • Petra Financial Advisors first reported a position in Shopify in Q2 2023 and held it in 9 quarters.
  • Petra Financial Advisors's Shopify position peaked at $1.22M in Q4 2023.
  • 493 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Petra Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.