BAM
FOUR icon

Bellevue Asset Management’s Shift4 FOUR Stock Holding History

Bellevue Asset 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
2025
Q4 		– Sell
-29
Closed -$2.24K – 497
2025
Q3 		$2.24K Hold
29
– – ﹤0.01% 424
2025
Q2 		$2.87K Sell
29
-11
-28% -$959 ﹤0.01% 400
2025
Q1 		$3.27K Hold
40
– – ﹤0.01% 374
2024
Q4 		$4.15K Hold
40
– – ﹤0.01% 373
2024
Q3 		$3.54K Hold
40
– – ﹤0.01% 357
2024
Q2 		$2.93K Hold
40
– – ﹤0.01% 374
2024
Q1 		$2.64K Sell
40
-7
-15% -$527 ﹤0.01% 382
2023
Q4 		$3.49K Hold
47
– – ﹤0.01% 341
2023
Q3 		$2.6K Hold
47
– – ﹤0.01% 358
2023
Q2 		$3.19K Hold
47
– – ﹤0.01% 355
2023
Q1 		$3.56K Hold
47
– – ﹤0.01% 341
2022
Q4 		$2.59K Hold
47
– – ﹤0.01% 369
2022
Q3 		$2K Hold
47
– – ﹤0.01% 401
2022
Q2 		$2K Hold
47
– – ﹤0.01% 405
2022
Q1 		$3K Sell
47
-15
-24% -$791 ﹤0.01% 394
2021
Q4 		$4K Buy
62
+22
+55% +$1.4K ﹤0.01% 400
2021
Q3 		$3K Hold
40
– – ﹤0.01% 454
2021
Q2 		$4K Sell
40
-4
-9% -$378 ﹤0.01% 411
2021
Q1 		$4K Sell
44
-5
-10% -$389 ﹤0.01% 457
2020
Q4 		$4K Buy
49
+5
+11% +$299 ﹤0.01% 459
2020
Q3 		$2K Buy
+44
New +$1.95K ﹤0.01% 542

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bellevue Asset Management's FOUR Position: Q4 2025 in Review

Bellevue Asset Management sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 29 shares — an estimated $2.24K sold.

Bellevue Asset Management first reported a position in FOUR in Q3 2020 and held it in 21 quarters. The position peaked at $4.15K in Q4 2024. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Bellevue Asset Management reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Bellevue Asset Management sold 29 Shift4 shares in Q4 2025, an estimated $2.24K.
  • Bellevue Asset Management first reported a position in Shift4 in Q3 2020 and held it in 21 quarters.
  • Bellevue Asset Management's Shift4 position peaked at $4.15K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Bellevue Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.