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%	1915

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisornet Financial's FOUR Position: Q4 2025 in Review

Advisornet Financial sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 2 shares — an estimated $155 sold.

Advisornet Financial first reported a position in FOUR in Q3 2022 and held it in 7 quarters. The position peaked at $5.56K in Q1 2025. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Advisornet Financial reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Advisornet Financial sold 2 Shift4 shares in Q4 2025, an estimated $155.
Advisornet Financial first reported a position in Shift4 in Q3 2022 and held it in 7 quarters.
Advisornet Financial's Shift4 position peaked at $5.56K in Q1 2025.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.