AF
FOUR icon

Advisornet Financial’s Shift4 FOUR Stock Holding History

Advisornet Financial’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
2025
Q4 		– Sell
-2
Closed -$155 – 2286
2025
Q3 		$155 Hold
2
– – ﹤0.01% 2173
2025
Q2 		$198 Sell
2
-66
-97% -$5.75K ﹤0.01% 2151
2025
Q1 		$5.56K Buy
+68
New +$7.01K ﹤0.01% 1589
2023
Q3 		– Sell
-10
Closed -$679 – 2335
2023
Q2 		$679 Sell
10
-2
-17% -$131 ﹤0.01% 1980
2023
Q1 		$910 Buy
12
+2
+20% +$129 ﹤0.01% 1907
2022
Q4 		$559 Buy
10
+5
+100% +$236 ﹤0.01% 2004
2022
Q3 		$0 Buy
+5
New +$210 ﹤0.01% 1916

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return