Chicago Trust’s Shift4 FOUR Stock Holding History

Chicago Trust’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	-2,995	Closed	-$232K	–	396
2025 Q3	$232K	Hold	2,995	–	–	0.03%	374
2025 Q2	$297K	Sell	2,995 -45	-1%	-$3.92K	0.04%	330
2025 Q1	$248K	Hold	3,040	–	–	0.04%	322
2024 Q4	$315K	Buy	+3,040	New	+$302K	0.06%	259

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

Chicago Trust's FOUR Position: Q4 2025 in Review

Chicago Trust sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 2,995 shares — an estimated $232K sold.

Chicago Trust first reported a position in FOUR in Q4 2024 and held it in 4 quarters. The position peaked at $315K in Q4 2024. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Chicago Trust reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Chicago Trust sold 2,995 Shift4 shares in Q4 2025, an estimated $232K.
Chicago Trust first reported a position in Shift4 in Q4 2024 and held it in 4 quarters.
Chicago Trust's Shift4 position peaked at $315K in Q4 2024.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Chicago Trust's 13F filing for Q4 2025, filed 17 Feb 2026.