Commonwealth Equity Services
FOUR icon

Commonwealth Equity Services’s Shift4 FOUR Stock Holding History

Commonwealth Equity Services’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 		$322K Buy
6,613
+643
+11% +$27.8K ﹤0.01% 3713
2026
Q1 		$261K Sell
5,970
-2,530
-30% -$140K ﹤0.01% 3753
2025
Q4 		$535K Sell
8,500
-1,390
-14% -$98.2K ﹤0.01% 3125
2025
Q3 		$765K Sell
9,890
-9,098
-48% -$846K ﹤0.01% 2800
2025
Q2 		$1.88M Buy
18,988
+3,130
+20% +$273K ﹤0.01% 2029
2025
Q1 		$1.3M Buy
15,858
+103
+0.7% +$10.6K ﹤0.01% 2263
2024
Q4 		$1.64M Buy
15,755
+8,403
+114% +$834K ﹤0.01% 2014
2024
Q3 		$651K Sell
7,352
-841
-10% -$63.7K ﹤0.01% 2683
2024
Q2 		$601K Buy
8,193
+1,291
+19% +$85.6K ﹤0.01% 2680
2024
Q1 		$456K Sell
6,902
-4,012
-37% -$302K ﹤0.01% 2889
2023
Q4 		$811K Buy
10,914
+2,662
+32% +$159K ﹤0.01% 2318
2023
Q3 		$457K Buy
8,252
+135
+2% +$8.23K ﹤0.01% 2669
2023
Q2 		$551K Buy
8,117
+423
+5% +$27.7K ﹤0.01% 2524
2023
Q1 		$583K Buy
7,694
+1,666
+28% +$107K ﹤0.01% 2417
2022
Q4 		$337K Buy
6,028
+358
+6% +$16.9K ﹤0.01% 2781
2022
Q3 		$252K Buy
+5,670
New +$238K ﹤0.01% 2962

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

Commonwealth Equity Services's FOUR Position: Q2 2026 in Review

Commonwealth Equity Services increased its Shift4 (FOUR) stake by 11% in Q2 2026, buying an estimated $27.8K and bringing the position to 6,613 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

Commonwealth Equity Services first reported a position in FOUR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.88M in Q2 2025. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Commonwealth Equity Services held 6,613 shares of Shift4 worth $322K as of Q2 2026.
  • Commonwealth Equity Services bought 643 Shift4 shares in Q2 2026, an estimated $27.8K.
  • Shift4 made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3713 holding.
  • Commonwealth Equity Services first reported a position in Shift4 in Q3 2022 and has held it in 16 quarters since.
  • Commonwealth Equity Services's Shift4 position peaked at $1.88M in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.