BFG
FOUR icon

Birch Financial Group’s Shift4 FOUR Stock Holding History

Birch Financial Group’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
-2,649
Closed -$205K – 140
2025
Q3 		$205K Buy
2,649
+8
+0.3% +$744 0.12% 122
2025
Q2 		$262K Buy
2,641
+47
+2% +$4.1K 0.21% 89
2025
Q1 		$212K Sell
2,594
-21
-0.8% -$2.16K 0.19% 99
2024
Q4 		$271K Buy
+2,615
New +$260K 0.31% 72

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 $9.71B AUM 26.27% 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 $2.23B AUM 16.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Birch Financial Group's FOUR Position: Q4 2025 in Review

Birch Financial Group sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 2,649 shares — an estimated $205K sold.

Birch Financial Group first reported a position in FOUR in Q4 2024 and held it in 4 quarters. The position peaked at $271K in Q4 2024. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • Birch Financial Group reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • Birch Financial Group sold 2,649 Shift4 shares in Q4 2025, an estimated $205K.
  • Birch Financial Group first reported a position in Shift4 in Q4 2024 and held it in 4 quarters.
  • Birch Financial Group's Shift4 position peaked at $271K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Birch Financial Group's 13F filing for Q4 2025, filed 15 Jan 2026.