UB
SHOP icon

UMB Bank’s Shopify SHOP Stock Holding History

UMB Bank’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 		$581K Sell
5,091
-394
-7% -$45K 0.01% 458
2026
Q1 		$651K Buy
5,485
+187
+4% +$24.6K 0.01% 428
2025
Q4 		$853K Buy
5,298
+34
+0.6% +$5.46K 0.01% 382
2025
Q3 		$782K Sell
5,264
-22
-0.4% -$2.98K 0.01% 369
2025
Q2 		$610K Buy
5,286
+869
+20% +$86.9K 0.01% 391
2025
Q1 		$422K Sell
4,417
-849
-16% -$92.5K 0.01% 426
2024
Q4 		$560K Sell
5,266
-263
-5% -$25.6K 0.01% 397
2024
Q3 		$443K Sell
5,529
-41
-0.7% -$2.83K 0.01% 418
2024
Q2 		$368K Sell
5,570
-7,303
-57% -$484K 0.01% 439
2024
Q1 		$993K Buy
12,873
+1,680
+15% +$133K 0.02% 332
2023
Q4 		$872K Sell
11,193
-71,795
-87% -$4.58M 0.01% 348
2023
Q3 		$4.53M Buy
82,988
+79,183
+2,081% +$4.8M 0.07% 173
2023
Q2 		$246K Buy
3,805
+60
+2% +$3.39K ﹤0.01% 533
2023
Q1 		$180K Sell
3,745
-495
-12% -$21.8K ﹤0.01% 590
2022
Q4 		$147K Buy
4,240
+2,428
+134% +$82.9K ﹤0.01% 635
2022
Q3 		$49K Buy
1,812
+282
+18% +$9.59K ﹤0.01% 876
2022
Q2 		$48K Sell
1,530
-670
-30% -$28.6K ﹤0.01% 930
2022
Q1 		$148K Buy
2,200
+370
+20% +$30.4K ﹤0.01% 709
2021
Q4 		$252K Buy
+1,830
New +$267K ﹤0.01% 619

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

UMB Bank's SHOP Position: Q2 2026 in Review

UMB Bank reduced its Shopify (SHOP) stake by 7.2% in Q2 2026, selling an estimated $45K and leaving 5,091 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #458.

UMB Bank first reported a position in SHOP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.53M in Q3 2023. 1,706 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • UMB Bank held 5,091 shares of Shopify worth $581K as of Q2 2026.
  • UMB Bank sold 394 Shopify shares in Q2 2026, an estimated $45K.
  • Shopify made up 0.01% of UMB Bank's portfolio in Q2 2026, its #458 holding.
  • UMB Bank first reported a position in Shopify in Q4 2021 and has held it in 19 quarters since.
  • UMB Bank's Shopify position peaked at $4.53M in Q3 2023.
  • 1,706 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.