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
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

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $564B 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