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Annis Gardner Whiting Capital Advisors’s Shift4 FOUR Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$545K Buy
+11,200
New +$484K 0.08% 188
2024
Q3 		– Sell
-145
Closed -$10.6K – 818
2024
Q2 		$10.6K Buy
+145
New +$9.61K ﹤0.01% 676

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

Annis Gardner Whiting Capital Advisors's FOUR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors opened a new position in Shift4 (FOUR) in Q2 2026: 11,200 shares worth $545K. The stake represents 0.08% of the portfolio and ranks #188 among its holdings. This is a return to the name: Annis Gardner Whiting Capital Advisors previously reported a position in FOUR as recently as Q2 2024.

Annis Gardner Whiting Capital Advisors first reported a position in FOUR in Q2 2024 and has held it in 2 quarters since. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 11,200 shares of Shift4 worth $545K as of Q2 2026.
  • Shift4 was a new Annis Gardner Whiting Capital Advisors position in Q2 2026.
  • Shift4 made up 0.08% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #188 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Shift4 in Q2 2024 and has held it in 2 quarters since.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.