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 Q2	$3.89K	Sell	80 -9	-10%	-$389	﹤0.01%	1343
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

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

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 Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CVA Family Office's FOUR Position: Q2 2026 in Review

CVA Family Office reduced its Shift4 (FOUR) stake by 10% in Q2 2026, selling an estimated $389 and leaving 80 shares worth $3.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

CVA Family Office first reported a position in FOUR in Q2 2022 and has held it in 15 quarters since. The position peaked at $8.52K in Q2 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

CVA Family Office held 80 shares of Shift4 worth $3.89K as of Q2 2026.
CVA Family Office sold 9 Shift4 shares in Q2 2026, an estimated $389.
Shift4 made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1343 holding.
CVA Family Office first reported a position in Shift4 in Q2 2022 and has held it in 15 quarters since.
CVA Family Office's Shift4 position peaked at $8.52K in Q2 2025.
359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.