CAL
FOUR icon

Capital Advisors Ltd’s Shift4 FOUR Stock Holding History

Capital Advisors Ltd’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
Q1 		– Sell
-9
Closed -$1K – 1446
2025
Q4 		$1K Buy
9
+2
+29% +$141 ﹤0.01% 1195
2025
Q3 		$1K Hold
7
– – ﹤0.01% 1194
2025
Q2 		$1K Hold
7
– – ﹤0.01% 1190
2025
Q1 		$1K Hold
7
– – ﹤0.01% 1178
2024
Q4 		$1K Hold
7
– – ﹤0.01% 1202
2024
Q3 		$1K Sell
7
-1
-13% -$76 ﹤0.01% 1200
2024
Q2 		$1K Buy
+8
New +$530 ﹤0.01% 1187

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Advisors Ltd's FOUR Position: Q1 2026 in Review

Capital Advisors Ltd sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 9 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in FOUR in Q2 2024 and held it in 7 quarters. The position peaked at $1K in Q4 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Capital Advisors Ltd reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 9 Shift4 shares in Q1 2026, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Shift4 in Q2 2024 and held it in 7 quarters.
  • Capital Advisors Ltd's Shift4 position peaked at $1K in Q4 2025.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Capital Advisors Ltd's 13F filing for Q1 2026, filed 16 Apr 2026.