SFG
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Synergy Financial Group’s Shopify SHOP Stock Holding History

Synergy 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
Q1 		$6.26M Sell
52,756
-1,526
-3% -$201K 4.7% 4
2025
Q4 		$8.74M Sell
54,282
-9,167
-14% -$1.47M 6.14% 4
2025
Q3 		$9.43M Sell
63,449
-1,298
-2% -$176K 6.36% 3
2025
Q2 		$7.47M Buy
64,747
+3,026
+5% +$303K 5.5% 4
2025
Q1 		$5.89M Buy
61,721
+429
+0.7% +$46.7K 5.29% 4
2024
Q4 		$6.52M Sell
61,292
-3,240
-5% -$315K 5.43% 4
2024
Q3 		$5.17M Buy
64,532
+796
+1% +$55K 4.91% 5
2024
Q2 		$4.21M Buy
63,736
+774
+1% +$51.3K 4.41% 6
2024
Q1 		$4.86M Buy
62,962
+935
+2% +$73.9K 5.47% 4
2023
Q4 		$4.83M Sell
62,027
-1,916
-3% -$122K 5.92% 3
2023
Q3 		$3.49M Sell
63,943
-50
-0.1% -$3.03K 4.87% 6
2023
Q2 		$4.13M Buy
63,993
+8,995
+16% +$508K 5.58% 4
2023
Q1 		$2.64M Sell
54,998
-1,608
-3% -$70.8K 4.29% 6
2022
Q4 		$1.96M Sell
56,606
-7,743
-12% -$264K 3.88% 6
2022
Q3 		$1.73M Buy
64,349
+2,099
+3% +$71.4K 2.6% 8
2022
Q2 		$1.95M Buy
62,250
+3,030
+5% +$129K 3.05% 7
2022
Q1 		$4M Buy
59,220
+13,730
+30% +$1.13M 4.2% 6
2021
Q4 		$6.27M Buy
+45,490
New +$6.65M 5.62% 3

Other funds holding SHOP

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Synergy Financial Group's SHOP Position: Q1 2026 in Review

Synergy Financial Group reduced its Shopify (SHOP) stake by 2.8% in Q1 2026, selling an estimated $201K and leaving 52,756 shares worth $6.26M. The position accounts for 4.7% of the portfolio, ranked #4.

Synergy Financial Group first reported a position in SHOP in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.43M in Q3 2025. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Synergy Financial Group held 52,756 shares of Shopify worth $6.26M as of Q1 2026.
  • Synergy Financial Group sold 1,526 Shopify shares in Q1 2026, an estimated $201K.
  • Shopify made up 4.7% of Synergy Financial Group's portfolio in Q1 2026, its #4 holding.
  • Synergy Financial Group first reported a position in Shopify in Q4 2021 and has held it in 18 quarters since.
  • Synergy Financial Group's Shopify position peaked at $9.43M in Q3 2025.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.