Cetera Investment Advisers
FOUR icon

Cetera Investment Advisers’s Shift4 FOUR Stock Holding History

Cetera Investment Advisers’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 		$892K Buy
18,341
+2,902
+19% +$125K ﹤0.01% 3154
2026
Q1 		$675K Buy
15,439
+1,892
+14% +$104K ﹤0.01% 3241
2025
Q4 		$853K Buy
13,547
+7,568
+127% +$535K ﹤0.01% 2964
2025
Q3 		$463K Buy
5,979
+536
+10% +$49.8K ﹤0.01% 3437
2025
Q2 		$539K Buy
5,443
+860
+19% +$75K ﹤0.01% 2908
2025
Q1 		$374K Buy
4,583
+974
+27% +$100K ﹤0.01% 3090
2024
Q4 		$375K Buy
3,609
+733
+25% +$72.8K ﹤0.01% 2928
2024
Q3 		$255K Buy
+2,876
New +$218K ﹤0.01% 3202
2021
Q3 		– Sell
-4,263
Closed -$400K – 1819
2021
Q2 		$400K Buy
4,263
+38
+0.9% +$3.59K 0.01% 1245
2021
Q1 		$346K Buy
4,225
+148
+4% +$11.5K 0.01% 1180
2020
Q4 		$307K Buy
+4,077
New +$244K 0.01% 1219

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 $3.38T AUM 44.17% 1-Year Est. Return

Cetera Investment Advisers's FOUR Position: Q2 2026 in Review

Cetera Investment Advisers increased its Shift4 (FOUR) stake by 19% in Q2 2026, buying an estimated $125K and bringing the position to 18,341 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #3154.

Cetera Investment Advisers first reported a position in FOUR in Q4 2020 and has held it in 11 quarters since. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Cetera Investment Advisers held 18,341 shares of Shift4 worth $892K as of Q2 2026.
  • Cetera Investment Advisers bought 2,902 Shift4 shares in Q2 2026, an estimated $125K.
  • Shift4 made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3154 holding.
  • Cetera Investment Advisers first reported a position in Shift4 in Q4 2020 and has held it in 11 quarters since.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.