EWA
FOUR icon

EverSource Wealth Advisors’s Shift4 FOUR Stock Holding History

EverSource Wealth Advisors’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 		$11.2K Buy
256
+154
+151% +$8.5K ﹤0.01% 2852
2025
Q4 		$6.42K Buy
102
+33
+48% +$2.33K ﹤0.01% 2999
2025
Q3 		$5.34K Sell
69
-1
-1% -$93 ﹤0.01% 3131
2025
Q2 		$6.94K Sell
70
-36
-34% -$3.14K ﹤0.01% 3019
2025
Q1 		$8.66K Sell
106
-2,166
-95% -$223K ﹤0.01% 2186
2024
Q4 		$236K Buy
2,272
+714
+46% +$70.9K 0.01% 594
2024
Q3 		$138K Sell
1,558
-6
-0.4% -$455 0.01% 684
2024
Q2 		$108K Buy
1,564
+1,561
+52,033% +$103K 0.01% 767
2024
Q1 		$174 Buy
+3
New +$226 ﹤0.01% 2806

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EverSource Wealth Advisors's FOUR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Shift4 (FOUR) stake by 151% in Q1 2026, buying an estimated $8.5K and bringing the position to 256 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2852.

EverSource Wealth Advisors first reported a position in FOUR in Q1 2024 and has held it in 9 quarters since. The position peaked at $236K in Q4 2024. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • EverSource Wealth Advisors held 256 shares of Shift4 worth $11.2K as of Q1 2026.
  • EverSource Wealth Advisors bought 154 Shift4 shares in Q1 2026, an estimated $8.5K.
  • Shift4 made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2852 holding.
  • EverSource Wealth Advisors first reported a position in Shift4 in Q1 2024 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Shift4 position peaked at $236K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.