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Bell Investment Advisors’s Shift4 FOUR Stock Holding History

Bell Investment Advisors’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
-84
Closed -$3.67K – 1854
2026
Q1 		$3.67K Buy
+84
New +$4.64K ﹤0.01% 1101
2021
Q4 		$0 Buy
8
+2
+33% +$127 ﹤0.01% 1840
2021
Q3 		$0 Buy
+6
New +$517 ﹤0.01% 1757

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

Bell Investment Advisors's FOUR Position: Q2 2026 in Review

Bell Investment Advisors sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 84 shares — an estimated $3.67K sold.

Bell Investment Advisors first reported a position in FOUR in Q3 2021 and held it in 3 quarters. The position peaked at $3.67K in Q1 2026. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Bell Investment Advisors reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 84 Shift4 shares in Q2 2026, an estimated $3.67K.
  • Bell Investment Advisors first reported a position in Shift4 in Q3 2021 and held it in 3 quarters.
  • Bell Investment Advisors's Shift4 position peaked at $3.67K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.