CI
FOUR icon

CX Institutional’s Shift4 FOUR Stock Holding History

CX Institutional’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
-273
Closed -$12K – 1598
2026
Q1 		$12K Buy
+273
New +$15.1K ﹤0.01% 1248

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CX Institutional's FOUR Position: Q2 2026 in Review

CX Institutional sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 273 shares — an estimated $12K sold.

CX Institutional first reported a position in FOUR in Q1 2026 and held it in 1 quarter. The position peaked at $12K in Q1 2026. 38 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • CX Institutional reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 273 Shift4 shares in Q2 2026, an estimated $12K.
  • CX Institutional first reported a position in Shift4 in Q1 2026 and held it in 1 quarter.
  • CX Institutional's Shift4 position peaked at $12K in Q1 2026.
  • 38 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.