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 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Argyle Capital Management's FOUR Position: Q2 2026 in Review

Argyle Capital Management increased its Shift4 (FOUR) stake by 0.99% in Q2 2026, buying an estimated $8.64K and bringing the position to 20,500 shares worth $997K. The position accounts for 0.29% of the portfolio, ranked #86.

Argyle Capital Management first reported a position in FOUR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.34M in Q2 2025. 95 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Argyle Capital Management held 20,500 shares of Shift4 worth $997K as of Q2 2026.
Argyle Capital Management bought 200 Shift4 shares in Q2 2026, an estimated $8.64K.
Shift4 made up 0.29% of Argyle Capital Management's portfolio in Q2 2026, its #86 holding.
Argyle Capital Management first reported a position in Shift4 in Q1 2025 and has held it in 6 quarters since.
Argyle Capital Management's Shift4 position peaked at $1.34M in Q2 2025.
95 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Argyle Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.