AW
FOUR icon

Avion Wealth’s Shift4 FOUR Stock Holding History

Avion Wealth’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 		$0 Sell
12
-19
-61% -$821 ﹤0.01% 1530
2026
Q1 		$1K Buy
+31
New +$1.71K ﹤0.01% 1026
2025
Q2 		– Sell
-2
Closed – – 1319
2025
Q1 		$0 Buy
+2
New +$206 ﹤0.01% 1142

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 $3.37T AUM 44.26% 1-Year Est. Return

Avion Wealth's FOUR Position: Q2 2026 in Review

Avion Wealth reduced its Shift4 (FOUR) stake by 61% in Q2 2026, selling an estimated $821 and leaving 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Avion Wealth first reported a position in FOUR in Q1 2025 and has held it in 3 quarters since. The position peaked at $1K in Q1 2026. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Avion Wealth held 12 shares of Shift4 worth $0 as of Q2 2026.
  • Avion Wealth sold 19 Shift4 shares in Q2 2026, an estimated $821.
  • Shift4 made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1530 holding.
  • Avion Wealth first reported a position in Shift4 in Q1 2025 and has held it in 3 quarters since.
  • Avion Wealth's Shift4 position peaked at $1K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.