CPG
FOUR icon

Cornerstone Planning Group’s Shift4 FOUR Stock Holding History

Cornerstone Planning Group’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 		– Sell
-11
Closed -$451 – 1899
2026
Q1 		$451 Buy
11
+6
+120% +$331 ﹤0.01% 1677
2025
Q4 		$300 Buy
+5
New +$353 ﹤0.01% 1607
2025
Q1 		– Sell
-5
Closed -$574 – 1602
2024
Q4 		$574 Hold
5
– – ﹤0.01% 1095
2024
Q3 		$453 Buy
+5
New +$379 ﹤0.01% 1108

Other funds holding FOUR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
MP
Maestria Partners Atlanta, Georgia $288M AUM 13.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cornerstone Planning Group's FOUR Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 11 shares — an estimated $451 sold.

Cornerstone Planning Group first reported a position in FOUR in Q3 2024 and held it in 4 quarters. The position peaked at $574 in Q4 2024. 148 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 11 Shift4 shares in Q2 2026, an estimated $451.
  • Cornerstone Planning Group first reported a position in Shift4 in Q3 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's Shift4 position peaked at $574 in Q4 2024.
  • 148 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.