Stonebridge Financial Group
SHOP icon

Stonebridge Financial Group’s Shopify SHOP Stock Holding History

Stonebridge 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
2026
Q3 		$910K Sell
6,139
-258
-4% -$35K 0.11% 107
2026
Q2 		$730K Buy
+6,397
New +$730K 0.1% 137

Other funds holding SHOP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Stonebridge Financial Group's SHOP Position: Q3 2026 in Review

Stonebridge Financial Group reduced its Shopify (SHOP) stake by 4% in Q3 2026, selling an estimated $35K and leaving 6,139 shares worth $910K. The position accounts for 0.11% of the portfolio, ranked #107.

Stonebridge Financial Group first reported a position in SHOP in Q2 2026 and has held it in 2 quarters since. 1,549 funds tracked by Wall St. Rank hold SHOP as of Q3 2026.

  • Stonebridge Financial Group held 6,139 shares of Shopify worth $910K as of Q3 2026.
  • Stonebridge Financial Group sold 258 Shopify shares in Q3 2026, an estimated $35K.
  • Shopify made up 0.11% of Stonebridge Financial Group's portfolio in Q3 2026, its #107 holding.
  • Stonebridge Financial Group first reported a position in Shopify in Q2 2026 and has held it in 2 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Shopify as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.