WFC
SHOP icon

Western Financial Corp’s Shopify SHOP Stock Holding History

Western Financial Corp’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 		– Sell
-12,119
Closed -$1.95M – 146
2025
Q4 		$1.95M Buy
12,119
+187
+2% +$30K 0.77% 29
2025
Q3 		$1.77M Buy
11,932
+9,691
+432% +$1.31M 0.77% 33
2025
Q2 		$258K Sell
2,241
-4
-0.2% -$400 0.14% 114
2025
Q1 		$214K Sell
2,245
-3
-0.1% -$327 0.12% 114
2024
Q4 		$239K Buy
+2,248
New +$219K 0.13% 122

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

Western Financial Corp's SHOP Position: Q1 2026 in Review

Western Financial Corp sold out of Shopify (SHOP) in Q1 2026, closing a stake of 12,119 shares — an estimated $1.95M sold.

Western Financial Corp first reported a position in SHOP in Q4 2024 and held it in 5 quarters. The position peaked at $1.95M in Q4 2025. 1,728 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Western Financial Corp reported no remaining Shopify position as of Q1 2026 after selling out during the quarter.
  • Western Financial Corp sold 12,119 Shopify shares in Q1 2026, an estimated $1.95M.
  • Western Financial Corp first reported a position in Shopify in Q4 2024 and held it in 5 quarters.
  • Western Financial Corp's Shopify position peaked at $1.95M in Q4 2025.
  • 1,728 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.