Superior Planning, LLC’s Shift4 FOUR Stock Holding History

Superior Planning, LLC’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 Q3	$3.94K	Buy	+109	New	+$5.02K	﹤0.01%	1297

Other funds holding FOUR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's FOUR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Shift4 (FOUR) in Q3 2026: 109 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings.

204 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

Superior Planning, LLC held 109 shares of Shift4 worth $3.94K as of Q3 2026.
Shift4 was a new Superior Planning, LLC position in Q3 2026.
Shift4 made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1297 holding.
204 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.