CVA Family Office’s Shift4 FOUR Stock Holding History

CVA Family Office’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 Q1	$3.89K	Buy	89 +9	+11%	+$497	﹤0.01%	1321
2025 Q4	$5.04K	Sell	80 -6	-7%	-$424	﹤0.01%	883
2025 Q3	$6.66K	Hold	86	–	–	﹤0.01%	854
2025 Q2	$8.52K	Hold	86	–	–	﹤0.01%	826
2025 Q1	$7.03K	Buy	86 +6	+8%	+$618	﹤0.01%	851
2024 Q4	$8.3K	Hold	80	–	–	﹤0.01%	817
2024 Q3	$7.09K	Hold	80	–	–	﹤0.01%	806
2024 Q2	$5.87K	Hold	80	–	–	﹤0.01%	811
2024 Q1	$5.29K	Hold	80	–	–	﹤0.01%	828
2023 Q4	$5.95K	Buy	+80	New	+$4.77K	﹤0.01%	800
2023 Q3	–	Sell	-80	Closed	-$5.43K	–	502
2023 Q2	$5.43K	Hold	80	–	–	﹤0.01%	796
2023 Q1	$6.06K	Hold	80	–	–	﹤0.01%	753
2022 Q4	$4.47K	Buy	+80	New	+$3.78K	﹤0.01%	747
2022 Q3	–	Sell	-10	Closed	–	–	890
2022 Q2	$0	Buy	+10	New	+$472	﹤0.01%	930

Other funds holding FOUR

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ensign Peak Advisors

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM