WFA
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West Financial Advisors’s Shopify SHOP Stock Holding History

West Financial 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 		$1.03K Buy
+9
New +$1.03K ﹤0.01% 192

Other funds holding SHOP

BIM
Barton Investment Management West Conshohocken, Pennsylvania $738M AUM 7.58% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

West Financial Advisors's SHOP Position: Q2 2026 in Review

West Financial Advisors opened a new position in Shopify (SHOP) in Q2 2026: 9 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #192 among its holdings.

597 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

  • West Financial Advisors held 9 shares of Shopify worth $1.03K as of Q2 2026.
  • Shopify was a new West Financial Advisors position in Q2 2026.
  • Shopify made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #192 holding.
  • 597 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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