Baird Financial Group
FOUR icon

Baird Financial Group’s Shift4 FOUR Stock Holding History

Baird Financial Group’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 		– Sell
-6,308
Closed -$276K – 1944
2026
Q1 		$276K Sell
6,308
-265,021
-98% -$14.6M ﹤0.01% 1669
2025
Q4 		$17.1M Sell
271,329
-167,233
-38% -$11.8M 0.03% 412
2025
Q3 		$33.9M Sell
438,562
-113,868
-21% -$10.6M 0.05% 248
2025
Q2 		$54.8M Sell
552,430
-28,384
-5% -$2.47M 0.1% 177
2025
Q1 		$47.5M Buy
580,814
+228,079
+65% +$23.5M 0.09% 187
2024
Q4 		$36.6M Sell
352,735
-423,982
-55% -$42.1M 0.07% 240
2024
Q3 		$68.8M Sell
776,717
-103,224
-12% -$7.82M 0.13% 146
2024
Q2 		$64.5M Sell
879,941
-47,281
-5% -$3.13M 0.13% 159
2024
Q1 		$61.3M Buy
927,222
+849,708
+1,096% +$63.9M 0.13% 178
2023
Q4 		$5.76M Buy
77,514
+19,465
+34% +$1.16M 0.01% 622
2023
Q3 		$3.21M Sell
58,049
-8,182
-12% -$499K 0.01% 752
2023
Q2 		$4.5M Sell
66,231
-825
-1% -$54.1K 0.01% 656
2023
Q1 		$5.08M Buy
67,056
+11,350
+20% +$731K 0.01% 583
2022
Q4 		$3.12M Buy
55,706
+8,263
+17% +$391K 0.01% 724
2022
Q3 		$2.12M Sell
47,443
-6,166
-12% -$259K 0.01% 818
2022
Q2 		$1.77M Buy
53,609
+22,085
+70% +$1.04M ﹤0.01% 893
2022
Q1 		$1.95M Buy
31,524
+24,329
+338% +$1.28M ﹤0.01% 919
2021
Q4 		$417K Sell
7,195
-10,228
-59% -$650K ﹤0.01% 1548
2021
Q3 		$1.35M Buy
17,423
+6,605
+61% +$570K ﹤0.01% 1084
2021
Q2 		$1.01M Buy
10,818
+3,286
+44% +$310K ﹤0.01% 1170
2021
Q1 		$618K Buy
+7,532
New +$586K ﹤0.01% 1299

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

Baird Financial Group's FOUR Position: Q2 2026 in Review

Baird Financial Group sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 6,308 shares — an estimated $276K sold.

Baird Financial Group first reported a position in FOUR in Q1 2021 and held it in 21 quarters. The position peaked at $68.8M in Q3 2024. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Baird Financial Group reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • Baird Financial Group sold 6,308 Shift4 shares in Q2 2026, an estimated $276K.
  • Baird Financial Group first reported a position in Shift4 in Q1 2021 and held it in 21 quarters.
  • Baird Financial Group's Shift4 position peaked at $68.8M in Q3 2024.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.