AAS
FOUR icon

Annex Advisory Services’s Shift4 FOUR Stock Holding History

Annex Advisory Services’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
Q1 		– Sell
-3,537
Closed -$223K – 385
2025
Q4 		$223K Hold
3,537
– – ﹤0.01% 339
2025
Q3 		$274K Hold
3,537
– – 0.01% 268
2025
Q2 		$351K Hold
3,537
– – 0.01% 241
2025
Q1 		$289K Hold
3,537
– – 0.01% 251
2024
Q4 		$367K Hold
3,537
– – 0.01% 234
2024
Q3 		$313K Sell
3,537
-1,179
-25% -$89.3K 0.01% 226
2024
Q2 		$346K Hold
4,716
– – 0.01% 214
2024
Q1 		$312K Buy
+4,716
New +$355K 0.01% 221

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM