AF
FOUR icon

Allworth Financial’s Shift4 FOUR Stock Holding History

Allworth 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
2026
Q2 		$14.1K Sell
289
-114
-28% -$4.93K ﹤0.01% 3473
2026
Q1 		$17.6K Buy
403
+319
+380% +$17.6K ﹤0.01% 3082
2025
Q4 		$5.29K Sell
84
-1
-1% -$71 ﹤0.01% 3666
2025
Q3 		$6.58K Sell
85
-196
-70% -$18.2K ﹤0.01% 3386
2025
Q2 		$27.9K Buy
281
+226
+411% +$19.7K ﹤0.01% 2302
2025
Q1 		$4.43K Buy
55
+15
+38% +$1.55K ﹤0.01% 2825
2024
Q4 		$4.63K Sell
40
-4
-9% -$397 ﹤0.01% 2802
2024
Q3 		$3.9K Sell
44
-4
-8% -$303 ﹤0.01% 2682
2024
Q2 		$3.18K Buy
48
+10
+26% +$663 ﹤0.01% 2714
2024
Q1 		$2.51K Sell
38
-37
-49% -$2.78K ﹤0.01% 2728
2023
Q4 		$5.58K Buy
75
+26
+53% +$1.55K ﹤0.01% 2233
2023
Q3 		$2.71K Buy
49
+2
+4% +$122 ﹤0.01% 2394
2023
Q2 		$3.19K Sell
47
-2
-4% -$131 ﹤0.01% 2296
2023
Q1 		$3.71K Buy
49
+7
+17% +$451 ﹤0.01% 2152
2022
Q4 		$2.35K Buy
+42
New +$1.99K ﹤0.01% 2181

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

Allworth Financial's FOUR Position: Q2 2026 in Review

Allworth Financial reduced its Shift4 (FOUR) stake by 28% in Q2 2026, selling an estimated $4.93K and leaving 289 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

Allworth Financial first reported a position in FOUR in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.9K in Q2 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Allworth Financial held 289 shares of Shift4 worth $14.1K as of Q2 2026.
  • Allworth Financial sold 114 Shift4 shares in Q2 2026, an estimated $4.93K.
  • Shift4 made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3473 holding.
  • Allworth Financial first reported a position in Shift4 in Q4 2022 and has held it in 15 quarters since.
  • Allworth Financial's Shift4 position peaked at $27.9K in Q2 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.