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Richardson Financial Services’s Shopify SHOP Stock Holding History

Richardson Financial Services’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
-15
Closed -$1.73K – 578
2025
Q2 		$1.73K Sell
15
-4
-21% -$400 ﹤0.01% 484
2025
Q1 		$1.81K Hold
19
– – ﹤0.01% 484
2024
Q4 		$2.02K Sell
19
-19
-50% -$1.85K ﹤0.01% 489
2024
Q3 		$2.78K Buy
38
+19
+100% +$1.31K ﹤0.01% 479
2024
Q2 		$1.25K Sell
19
-7
-27% -$464 ﹤0.01% 488
2024
Q1 		$1.47K Buy
+26
New +$2.05K ﹤0.01% 517

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Richardson Financial Services's SHOP Position: Q3 2025 in Review

Richardson Financial Services sold out of Shopify (SHOP) in Q3 2025, closing a stake of 15 shares — an estimated $1.73K sold.

Richardson Financial Services first reported a position in SHOP in Q1 2024 and held it in 6 quarters. The position peaked at $2.78K in Q3 2024. 1,718 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

  • Richardson Financial Services reported no remaining Shopify position as of Q3 2025 after selling out during the quarter.
  • Richardson Financial Services sold 15 Shopify shares in Q3 2025, an estimated $1.73K.
  • Richardson Financial Services first reported a position in Shopify in Q1 2024 and held it in 6 quarters.
  • Richardson Financial Services's Shopify position peaked at $2.78K in Q3 2024.
  • 1,718 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on Richardson Financial Services's 13F filing for Q3 2025, filed 28 Oct 2025.