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Allied Private Wealth’s Shift4 FOUR Stock Holding History

Allied Private Wealth’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 		$19.1K Buy
+400
New +$17.3K 0.01% 400

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 $3.38T AUM 44.17% 1-Year Est. Return

Allied Private Wealth's FOUR Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Shift4 (FOUR) in Q2 2026: 400 shares worth $19.1K. The stake represents 0.01% of the portfolio and ranks #400 among its holdings.

359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Allied Private Wealth held 400 shares of Shift4 worth $19.1K as of Q2 2026.
  • Shift4 was a new Allied Private Wealth position in Q2 2026.
  • Shift4 made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #400 holding.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.