Bruce G. Allen Investments’s Shift4 FOUR Stock Holding History

Bruce G. Allen Investments’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	-5	Closed	-$387	–	1098
2025 Q3	$387	Sell	5 -2	-29%	-$186	﹤0.01%	999
2025 Q2	$694	Buy	7 +3	+75%	+$262	﹤0.01%	896
2025 Q1	$327	Buy	4 +1	+33%	+$103	﹤0.01%	1006
2024 Q4	$311	Sell	3 -6	-67%	-$596	﹤0.01%	1027
2024 Q3	$797	Buy	+9	New	+$682	﹤0.01%	872

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bruce G. Allen Investments's FOUR Position: Q4 2025 in Review

Bruce G. Allen Investments sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 5 shares — an estimated $387 sold.

Bruce G. Allen Investments first reported a position in FOUR in Q3 2024 and held it in 5 quarters. The position peaked at $797 in Q3 2024. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Bruce G. Allen Investments reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Bruce G. Allen Investments sold 5 Shift4 shares in Q4 2025, an estimated $387.
Bruce G. Allen Investments first reported a position in Shift4 in Q3 2024 and held it in 5 quarters.
Bruce G. Allen Investments's Shift4 position peaked at $797 in Q3 2024.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Bruce G. Allen Investments's 13F filing for Q4 2025, filed 10 Feb 2026.