Bank of America’s Shift4 FOUR Stock Holding History

Bank of America’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
2023 Q1	–	Sell	-65,200	Closed	-$3.65M	–	7954
2022 Q4	$3.65M	Buy	+65,200	New	+$3.08M	﹤0.01%	3701
2022 Q3	–	Sell	-75,000	Closed	-$2.48M	–	7966
2022 Q2	$2.48M	Buy	+75,000	New	+$3.54M	﹤0.01%	4110
2021 Q4	–	Sell	-90,000	Closed	-$6.98M	–	8346
2021 Q3	$6.98M	Buy	+90,000	New	+$7.76M	﹤0.01%	3237
2021 Q1	–	Sell	-16,400	Closed	-$1.24M	–	7536
2020 Q4	$1.24M	Hold	16,400	–	–	﹤0.01%	4322
2020 Q3	$793K	Buy	+16,400	New	+$728K	﹤0.01%	4376

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America's FOUR Position: Q1 2026 in Review

Bank of America reduced its Shift4 (FOUR) stake by 3.4% in Q1 2026, selling an estimated $555K and leaving 283,177 shares worth $12.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2788.

Bank of America first reported a position in FOUR in Q2 2020 and has held it in 24 quarters since. The position peaked at $67.6M in Q2 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

Bank of America held 283,177 shares of Shift4 worth $12.4M as of Q1 2026.
Bank of America sold 10,056 Shift4 shares in Q1 2026, an estimated $555K.
Shift4 made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2788 holding.
Bank of America first reported a position in Shift4 in Q2 2020 and has held it in 24 quarters since.
Bank of America's Shift4 position peaked at $67.6M in Q2 2025.
353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.