VBFG
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Vishria Bird Financial Group’s Shopify SHOP Stock Holding History

Vishria Bird 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
2025
Q3 		$403K Hold
2,710
– – 0.08% 78
2025
Q2 		$313K Hold
2,710
– – 0.1% 78
2025
Q1 		$259K Buy
+2,710
New +$295K 0.09% 77

Other funds holding SHOP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Vishria Bird Financial Group's SHOP Position: Q3 2025 in Review

Vishria Bird Financial Group held its Shopify (SHOP) position steady in Q3 2025 at 2,710 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #78.

Vishria Bird Financial Group first reported a position in SHOP in Q1 2025 and has held it in 3 quarters since. 1,719 funds tracked by Wall St. Rank hold SHOP as of Q3 2025.

  • Vishria Bird Financial Group held 2,710 shares of Shopify worth $403K as of Q3 2025.
  • Vishria Bird Financial Group left its Shopify share count unchanged in Q3 2025.
  • Shopify made up 0.08% of Vishria Bird Financial Group's portfolio in Q3 2025, its #78 holding.
  • Vishria Bird Financial Group first reported a position in Shopify in Q1 2025 and has held it in 3 quarters since.
  • 1,719 funds tracked by Wall St. Rank held Shopify as of Q3 2025.

Based on Vishria Bird Financial Group's 13F filing for Q3 2025, filed 21 Oct 2025.