F/M Investments’s Shift4 FOUR Stock Holding History

F/M Investments’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	–	Sell	-4,453	Closed	-$280K	–	371
2025 Q4	$280K	Buy	+4,453	New	+$315K	0.01%	395

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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

F/M Investments's FOUR Position: Q1 2026 in Review

F/M Investments sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 4,453 shares — an estimated $280K sold.

F/M Investments first reported a position in FOUR in Q4 2025 and held it in 1 quarter. The position peaked at $280K in Q4 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

F/M Investments reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 4,453 Shift4 shares in Q1 2026, an estimated $280K.
F/M Investments first reported a position in Shift4 in Q4 2025 and held it in 1 quarter.
F/M Investments's Shift4 position peaked at $280K in Q4 2025.
353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.