Argyle Capital Management’s Shift4 FOUR Stock Holding History

Argyle Capital Management’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 Q3	$781K	Buy	21,600 +1,100	+5%	+$50.7K	0.22%	95
2026 Q2	$997K	Buy	20,500 +200	+1%	+$8.64K	0.29%	86
2026 Q1	$888K	Buy	20,300 +1,050	+5%	+$58K	0.29%	84
2025 Q4	$1.21M	Buy	19,250 +5,250	+38%	+$371K	0.4%	72
2025 Q3	$1.08M	Buy	14,000 +500	+4%	+$46.5K	0.37%	81
2025 Q2	$1.34M	Buy	13,500 +900	+7%	+$78.5K	0.49%	67
2025 Q1	$1.03M	Buy	+12,600	New	+$1.3M	0.38%	76

Other funds holding FOUR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LB Partners Charlottesville, Virginia $154M AUM 45.37% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Argyle Capital Management's FOUR Position: Q3 2026 in Review

Argyle Capital Management increased its Shift4 (FOUR) stake by 5.4% in Q3 2026, buying an estimated $50.7K and bringing the position to 21,600 shares worth $781K. The position accounts for 0.22% of the portfolio, ranked #95.

Argyle Capital Management first reported a position in FOUR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.34M in Q2 2025. 134 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

Argyle Capital Management held 21,600 shares of Shift4 worth $781K as of Q3 2026.
Argyle Capital Management bought 1,100 Shift4 shares in Q3 2026, an estimated $50.7K.
Shift4 made up 0.22% of Argyle Capital Management's portfolio in Q3 2026, its #95 holding.
Argyle Capital Management first reported a position in Shift4 in Q1 2025 and has held it in 7 quarters since.
Argyle Capital Management's Shift4 position peaked at $1.34M in Q2 2025.
134 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Argyle Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.