BFIM
FOUR icon

Beese Fulmer Investment Management’s Shift4 FOUR Stock Holding History

Beese Fulmer Investment 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 		– Sell
-5,797
Closed -$254K – 443
2026
Q1 		$254K Buy
5,797
+745
+15% +$41.1K 0.02% 354
2025
Q4 		$318K Buy
+5,052
New +$357K 0.02% 273

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Beese Fulmer Investment Management's FOUR Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 5,797 shares — an estimated $254K sold.

Beese Fulmer Investment Management first reported a position in FOUR in Q4 2025 and held it in 2 quarters. The position peaked at $318K in Q4 2025. 84 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 5,797 Shift4 shares in Q2 2026, an estimated $254K.
  • Beese Fulmer Investment Management first reported a position in Shift4 in Q4 2025 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Shift4 position peaked at $318K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.