Blue Trust Inc’s Shift4 FOUR Stock Holding History

Blue Trust Inc’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	$27.4K	Buy	563 +93	+20%	+$4.02K	﹤0.01%	1563
2026 Q1	$20.6K	Buy	470 +28	+6%	+$1.55K	﹤0.01%	1634
2025 Q4	$27.8K	Sell	442 -276	-38%	-$19.5K	﹤0.01%	1571
2025 Q3	$55.6K	Buy	718 +705	+5,423%	+$65.5K	﹤0.01%	1363
2025 Q2	$1.29K	Buy	+13	New	+$1.13K	﹤0.01%	2201
2024 Q4	–	Sell	-254	Closed	-$18.6K	–	2621
2024 Q3	$18.6K	Buy	254 +86	+51%	+$6.52K	﹤0.01%	1971
2024 Q2	$11.1K	Buy	168 +138	+460%	+$9.15K	﹤0.01%	1898
2024 Q1	$1.98K	Sell	30 -58	-66%	-$4.36K	﹤0.01%	1829
2023 Q4	$5K	Buy	88 +58	+193%	+$3.46K	﹤0.01%	1832
2023 Q3	$2K	Buy	+30	New	+$1.83K	﹤0.01%	1810
2023 Q2	–	Sell	-24	Closed	-$2K	–	2200
2023 Q1	$2K	Buy	+24	New	+$1.55K	﹤0.01%	2000

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

Blue Trust Inc's FOUR Position: Q2 2026 in Review

Blue Trust Inc increased its Shift4 (FOUR) stake by 20% in Q2 2026, buying an estimated $4.02K and bringing the position to 563 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Blue Trust Inc first reported a position in FOUR in Q1 2023 and has held it in 11 quarters since. The position peaked at $55.6K in Q3 2025. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Blue Trust Inc held 563 shares of Shift4 worth $27.4K as of Q2 2026.
Blue Trust Inc bought 93 Shift4 shares in Q2 2026, an estimated $4.02K.
Shift4 made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1563 holding.
Blue Trust Inc first reported a position in Shift4 in Q1 2023 and has held it in 11 quarters since.
Blue Trust Inc's Shift4 position peaked at $55.6K in Q3 2025.
358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.