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 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 $2.23B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cetera Investment Advisers's FOUR Position: Q1 2026 in Review

Cetera Investment Advisers increased its Shift4 (FOUR) stake by 14% in Q1 2026, buying an estimated $104K and bringing the position to 15,439 shares worth $675K. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Cetera Investment Advisers first reported a position in FOUR in Q4 2020 and has held it in 10 quarters since. The position peaked at $853K in Q4 2025. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

Cetera Investment Advisers held 15,439 shares of Shift4 worth $675K as of Q1 2026.
Cetera Investment Advisers bought 1,892 Shift4 shares in Q1 2026, an estimated $104K.
Shift4 made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3241 holding.
Cetera Investment Advisers first reported a position in Shift4 in Q4 2020 and has held it in 10 quarters since.
Cetera Investment Advisers's Shift4 position peaked at $853K in Q4 2025.
352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.