Bradley Foster & Sargent’s Shift4 FOUR Stock Holding History

Bradley Foster & Sargent’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	$571K	Sell	11,744 -3,185	-21%	-$138K	0.01%	390
2026 Q1	$653K	Sell	14,929 -6,310	-30%	-$348K	0.01%	342
2025 Q4	$1.34M	Sell	21,239 -24,793	-54%	-$1.75M	0.02%	261
2025 Q3	$3.56M	Sell	46,032 -806	-2%	-$74.9K	0.05%	176
2025 Q2	$4.64M	Sell	46,838 -7,541	-14%	-$657K	0.07%	159
2025 Q1	$4.44M	Buy	54,379 +7,588	+16%	+$782K	0.08%	155
2024 Q4	$4.86M	Buy	46,791 +42,662	+1,033%	+$4.24M	0.08%	149
2024 Q3	$366K	Buy	+4,129	New	+$313K	0.01%	390

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

Bradley Foster & Sargent's FOUR Position: Q2 2026 in Review

Bradley Foster & Sargent reduced its Shift4 (FOUR) stake by 21% in Q2 2026, selling an estimated $138K and leaving 11,744 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #390.

Bradley Foster & Sargent first reported a position in FOUR in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.86M in Q4 2024. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Bradley Foster & Sargent held 11,744 shares of Shift4 worth $571K as of Q2 2026.
Bradley Foster & Sargent sold 3,185 Shift4 shares in Q2 2026, an estimated $138K.
Shift4 made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #390 holding.
Bradley Foster & Sargent first reported a position in Shift4 in Q3 2024 and has held it in 8 quarters since.
Bradley Foster & Sargent's Shift4 position peaked at $4.86M in Q4 2024.
360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.