EWP
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Elevation Wealth Partners’s Shift4 FOUR Stock Holding History

Elevation Wealth Partners’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 		$9.29K Buy
+191
New +$8.26K ﹤0.01% 826
2026
Q1 		– Sell
-17
Closed -$1.07K – 1101
2025
Q4 		$1.07K Buy
+17
New +$1.2K ﹤0.01% 859

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Elevation Wealth Partners's FOUR Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Shift4 (FOUR) in Q2 2026: 191 shares worth $9.29K. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in FOUR as recently as Q4 2025.

Elevation Wealth Partners first reported a position in FOUR in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Elevation Wealth Partners held 191 shares of Shift4 worth $9.29K as of Q2 2026.
  • Shift4 was a new Elevation Wealth Partners position in Q2 2026.
  • Shift4 made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #826 holding.
  • Elevation Wealth Partners first reported a position in Shift4 in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.