FFA
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Farther Finance Advisors’s Shift4 FOUR Stock Holding History

Farther Finance 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
Q3 		$568K Buy
15,697
+539
+4% +$24.8K ﹤0.01% 1493
2026
Q2 		$737K Sell
15,158
-40
-0.3% -$1.73K 0.01% 1286
2026
Q1 		$648K Buy
15,198
+13,530
+811% +$747K 0.01% 1224
2025
Q4 		$105K Buy
1,668
+509
+44% +$36K ﹤0.01% 2319
2025
Q3 		$89.7K Buy
1,159
+945
+442% +$87.8K ﹤0.01% 2094
2025
Q2 		$21.2K Buy
214
+37
+21% +$3.23K ﹤0.01% 2642
2025
Q1 		$14.8K Buy
177
+59
+50% +$6.08K ﹤0.01% 2535
2024
Q4 		$12.2K Buy
118
+7
+6% +$695 ﹤0.01% 2306
2024
Q3 		$9.83K Sell
111
-277
-71% -$21K ﹤0.01% 2376
2024
Q2 		$28.6K Buy
388
+193
+99% +$12.8K ﹤0.01% 1639
2024
Q1 		$12.6K Buy
195
+16
+9% +$1.2K ﹤0.01% 1660
2023
Q4 		$13.3K Buy
179
+175
+4,375% +$10.4K ﹤0.01% 1480
2023
Q3 		$221 Sell
4
-100
-96% -$6.1K ﹤0.01% 2448
2023
Q2 		$7.06K Buy
104
+100
+2,500% +$6.55K ﹤0.01% 1305
2023
Q1 		$303 Hold
4
– – ﹤0.01% 2120
2022
Q4 		$224 Buy
+4
New +$189 ﹤0.01% 2014

Other funds holding FOUR

PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's FOUR Position: Q3 2026 in Review

Farther Finance Advisors increased its Shift4 (FOUR) stake by 3.6% in Q3 2026, buying an estimated $24.8K and bringing the position to 15,697 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Farther Finance Advisors first reported a position in FOUR in Q4 2022 and has held it in 16 quarters since. The position peaked at $737K in Q2 2026. 8 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Farther Finance Advisors held 15,697 shares of Shift4 worth $568K as of Q3 2026.
  • Farther Finance Advisors bought 539 Shift4 shares in Q3 2026, an estimated $24.8K.
  • Shift4 made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1493 holding.
  • Farther Finance Advisors first reported a position in Shift4 in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Shift4 position peaked at $737K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.