SFG
SHOP icon

Sunburst Financial Group’s Shopify SHOP Stock Holding History

Sunburst 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
Q2 		$213K Sell
1,864
-197
-10% -$22.5K 0.03% 130
2026
Q1 		$244K Buy
2,061
+2
+0.1% +$263 0.05% 113
2025
Q4 		$331K Buy
+2,059
New +$331K 0.07% 91

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sunburst Financial Group's SHOP Position: Q2 2026 in Review

Sunburst Financial Group reduced its Shopify (SHOP) stake by 9.6% in Q2 2026, selling an estimated $22.5K and leaving 1,864 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #130.

Sunburst Financial Group first reported a position in SHOP in Q4 2025 and has held it in 3 quarters since. The position peaked at $331K in Q4 2025. 1,714 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • Sunburst Financial Group held 1,864 shares of Shopify worth $213K as of Q2 2026.
  • Sunburst Financial Group sold 197 Shopify shares in Q2 2026, an estimated $22.5K.
  • Shopify made up 0.03% of Sunburst Financial Group's portfolio in Q2 2026, its #130 holding.
  • Sunburst Financial Group first reported a position in Shopify in Q4 2025 and has held it in 3 quarters since.
  • Sunburst Financial Group's Shopify position peaked at $331K in Q4 2025.
  • 1,714 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.