CAPTRUST Financial Advisors
FOUR icon

CAPTRUST Financial Advisors’s Shift4 FOUR Stock Holding History

CAPTRUST Financial Advisors’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 		$508K Sell
10,442
-365
-3% -$15.8K ﹤0.01% 2171
2026
Q1 		$473K Sell
10,807
-1,019
-9% -$56.2K ﹤0.01% 2067
2025
Q4 		$745K Sell
11,826
-4,210
-26% -$297K ﹤0.01% 1671
2025
Q3 		$1.24M Sell
16,036
-914
-5% -$85K ﹤0.01% 1307
2025
Q2 		$1.68M Buy
16,950
+3,863
+30% +$337K ﹤0.01% 1059
2025
Q1 		$1.07M Buy
13,087
+447
+4% +$46.1K ﹤0.01% 1230
2024
Q4 		$1.31M Sell
12,640
-1,975
-14% -$196K ﹤0.01% 1090
2024
Q3 		$1.29M Buy
14,615
+5,674
+63% +$430K ﹤0.01% 1041
2024
Q2 		$656K Buy
8,941
+1,667
+23% +$110K ﹤0.01% 1373
2024
Q1 		$481K Sell
7,274
-10,196
-58% -$767K ﹤0.01% 1500
2023
Q4 		$1.3M Sell
17,470
-8,785
-33% -$524K ﹤0.01% 1115
2023
Q3 		$1.45M Sell
26,255
-294
-1% -$17.9K 0.01% 986
2023
Q2 		$1.8M Buy
+26,549
New +$1.74M 0.01% 872
2022
Q3 		– Sell
-542
Closed -$18K – 2778
2022
Q2 		$18K Buy
542
+253
+88% +$11.9K ﹤0.01% 3427
2022
Q1 		$18K Sell
289
-31
-10% -$1.64K ﹤0.01% 3454
2021
Q4 		$19K Sell
320
-105
-25% -$6.67K ﹤0.01% 3310
2021
Q3 		$33K Buy
425
+250
+143% +$21.6K ﹤0.01% 2847
2021
Q2 		$16K Hold
175
– – ﹤0.01% 3263
2021
Q1 		$14K Hold
175
– – ﹤0.01% 3234
2020
Q4 		$13K Buy
+175
New +$10.5K ﹤0.01% 2458

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAPTRUST Financial Advisors's FOUR Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Shift4 (FOUR) stake by 3.4% in Q2 2026, selling an estimated $15.8K and leaving 10,442 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2171.

CAPTRUST Financial Advisors first reported a position in FOUR in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.8M in Q2 2023. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,442 shares of Shift4 worth $508K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 365 Shift4 shares in Q2 2026, an estimated $15.8K.
  • Shift4 made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2171 holding.
  • CAPTRUST Financial Advisors first reported a position in Shift4 in Q4 2020 and has held it in 20 quarters since.
  • CAPTRUST Financial Advisors's Shift4 position peaked at $1.8M in Q2 2023.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.