3FI
FOUR icon

3 Factor Indexing’s Shift4 FOUR Stock Holding History

3 Factor Indexing’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 		$49 Sell
1
-1
-50% -$43 ﹤0.01% 434
2026
Q1 		$88 Buy
+2
New +$110 ﹤0.01% 414

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

3 Factor Indexing's FOUR Position: Q2 2026 in Review

3 Factor Indexing reduced its Shift4 (FOUR) stake by 50% in Q2 2026, selling an estimated $43 and leaving 1 share worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #434.

3 Factor Indexing first reported a position in FOUR in Q1 2026 and has held it in 2 quarters since. The position peaked at $88 in Q1 2026. 330 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • 3 Factor Indexing held 1 share of Shift4 worth $49 as of Q2 2026.
  • 3 Factor Indexing sold 1 Shift4 share in Q2 2026, an estimated $43.
  • Shift4 made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #434 holding.
  • 3 Factor Indexing first reported a position in Shift4 in Q1 2026 and has held it in 2 quarters since.
  • 3 Factor Indexing's Shift4 position peaked at $88 in Q1 2026.
  • 330 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.