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 $2.27B 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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Annex Advisory Services's FOUR Position: Q1 2026 in Review

Annex Advisory Services sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 3,537 shares — an estimated $223K sold.

Annex Advisory Services first reported a position in FOUR in Q1 2024 and held it in 8 quarters. The position peaked at $367K in Q4 2024. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Annex Advisory Services reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Annex Advisory Services sold 3,537 Shift4 shares in Q1 2026, an estimated $223K.
  • Annex Advisory Services first reported a position in Shift4 in Q1 2024 and held it in 8 quarters.
  • Annex Advisory Services's Shift4 position peaked at $367K in Q4 2024.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Annex Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.