BFSG LLC’s Shift4 FOUR Stock Holding History

BFSG LLC’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	$276K	Buy	5,670 +2,247	+66%	+$97.1K	0.02%	252
2026 Q1	$150K	Buy	+3,423	New	+$189K	0.01%	313

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

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 Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

BFSG LLC's FOUR Position: Q2 2026 in Review

BFSG LLC increased its Shift4 (FOUR) stake by 66% in Q2 2026, buying an estimated $97.1K and bringing the position to 5,670 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #252.

BFSG LLC first reported a position in FOUR in Q1 2026 and has held it in 2 quarters since. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

BFSG LLC held 5,670 shares of Shift4 worth $276K as of Q2 2026.
BFSG LLC bought 2,247 Shift4 shares in Q2 2026, an estimated $97.1K.
Shift4 made up 0.02% of BFSG LLC's portfolio in Q2 2026, its #252 holding.
BFSG LLC first reported a position in Shift4 in Q1 2026 and has held it in 2 quarters since.
360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.