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TCFG Investment Advisors’s Shopify SHOP Stock Holding History

TCFG Investment 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
-2,485
Closed -$295K – 312
2026
Q1 		$295K Buy
+2,485
New +$327K 0.11% 194

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

TCFG Investment Advisors's SHOP Position: Q2 2026 in Review

TCFG Investment Advisors sold out of Shopify (SHOP) in Q2 2026, closing a stake of 2,485 shares — an estimated $295K sold.

TCFG Investment Advisors first reported a position in SHOP in Q1 2026 and held it in 1 quarter. The position peaked at $295K in Q1 2026. 1,700 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • TCFG Investment Advisors reported no remaining Shopify position as of Q2 2026 after selling out during the quarter.
  • TCFG Investment Advisors sold 2,485 Shopify shares in Q2 2026, an estimated $295K.
  • TCFG Investment Advisors first reported a position in Shopify in Q1 2026 and held it in 1 quarter.
  • TCFG Investment Advisors's Shopify position peaked at $295K in Q1 2026.
  • 1,700 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.