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CoreCap Advisors’s Shift4 FOUR Stock Holding History

CoreCap Advisors’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 		$340 Buy
+7
New +$303 ﹤0.01% 2928
2025
Q3 		– Sell
-1,500
Closed -$149K – 2844
2025
Q2 		$149K Buy
+1,500
New +$131K 0.01% 847
2025
Q1 		– Sell
-300
Closed -$31.1K – 3194
2024
Q4 		$31.1K Sell
300
-650
-68% -$64.5K ﹤0.01% 1376
2024
Q3 		$84.2K Buy
+950
New +$72K ﹤0.01% 986

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

CoreCap Advisors's FOUR Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Shift4 (FOUR) in Q2 2026: 7 shares worth $340. The stake represents ﹤0.01% of the portfolio and ranks #2928 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in FOUR as recently as Q2 2025.

CoreCap Advisors first reported a position in FOUR in Q3 2024 and has held it in 4 quarters since. The position peaked at $149K in Q2 2025. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • CoreCap Advisors held 7 shares of Shift4 worth $340 as of Q2 2026.
  • Shift4 was a new CoreCap Advisors position in Q2 2026.
  • Shift4 made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2928 holding.
  • CoreCap Advisors first reported a position in Shift4 in Q3 2024 and has held it in 4 quarters since.
  • CoreCap Advisors's Shift4 position peaked at $149K in Q2 2025.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.