1IA
FOUR icon

1620 Investment Advisors’s Shift4 FOUR Stock Holding History

1620 Investment Advisors’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259K Buy
5,330
+1,999
+60% +$86.4K 0.16% 146
2026
Q1 		$146K Buy
3,331
+116
+4% +$6.4K 0.1% 187
2025
Q4 		$202K Buy
3,215
+801
+33% +$56.6K 0.14% 158
2025
Q3 		$187K Buy
2,414
+81
+3% +$7.53K 0.13% 161
2025
Q2 		$231K Sell
2,333
-13
-0.6% -$1.13K 0.16% 139
2025
Q1 		$192K Buy
2,346
+10
+0.4% +$1.03K 0.15% 150
2024
Q4 		$242K Sell
2,336
-3
-0.1% -$298 0.18% 141
2024
Q3 		$207K Buy
2,339
+67
+3% +$5.08K 0.15% 153
2024
Q2 		$167K Buy
+2,272
New +$151K 0.13% 170

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return