Citigroup’s Shift4 FOUR Stock Holding History

Citigroup’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 Q1	–	Sell	-9,200	Closed	-$955K	–	5708
2024 Q4	$955K	Hold	9,200	–	–	﹤0.01%	3401
2024 Q3	$815K	Sell	9,200 -526,100	-98%	-$39.9M	﹤0.01%	3421
2024 Q2	$39.3M	Buy	535,300 +202,700	+61%	+$13.4M	0.03%	595
2024 Q1	$22M	Buy	332,600 +1,800	+0.5%	+$135K	0.01%	839
2023 Q4	$24.6M	Buy	+330,800	New	+$19.7M	0.02%	751
2023 Q1	–	Sell	-32,700	Closed	-$1.83M	–	5620
2022 Q4	$1.83M	Sell	32,700 -9,000	-22%	-$425K	﹤0.01%	2110
2022 Q3	$1.86M	Buy	+41,700	New	+$1.75M	﹤0.01%	2199
2022 Q2	–	Sell	-151,300	Closed	-$9.37M	–	6364
2022 Q1	$9.37M	Buy	+151,300	New	+$7.98M	0.01%	1332

Other funds holding FOUR

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Citigroup's FOUR Position: Q3 2026 in Review

Citigroup reduced its Shift4 (FOUR) stake by 8.7% in Q3 2026, selling an estimated $111K and leaving 25,278 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

Citigroup first reported a position in FOUR in Q4 2020 and has held it in 24 quarters since. The position peaked at $12.4M in Q1 2022. 107 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

Citigroup held 25,278 shares of Shift4 worth $914K as of Q3 2026.
Citigroup sold 2,407 Shift4 shares in Q3 2026, an estimated $111K.
Shift4 made up ﹤0.01% of Citigroup's portfolio in Q3 2026, its #3389 holding.
Citigroup first reported a position in Shift4 in Q4 2020 and has held it in 24 quarters since.
Citigroup's Shift4 position peaked at $12.4M in Q1 2022.
107 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.