FDS
FOUR icon

First Dallas Securities’s Shift4 FOUR Stock Holding History

First Dallas Securities’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
2025
Q4 		– Sell
-3,100
Closed -$240K – 110
2025
Q3 		$240K Sell
3,100
-125
-4% -$11.6K 0.09% 107
2025
Q2 		$320K Sell
3,225
-775
-19% -$67.6K 0.13% 100
2025
Q1 		$327K Sell
4,000
-1,325
-25% -$137K 0.14% 96
2024
Q4 		$553K Sell
5,325
-925
-15% -$91.8K 0.23% 77
2024
Q3 		$554K Sell
6,250
-5,250
-46% -$398K 0.23% 77
2024
Q2 		$844K Buy
11,500
+200
+2% +$13.3K 0.37% 56
2024
Q1 		$747K Sell
11,300
-1,050
-9% -$79K 0.34% 63
2023
Q4 		$918K Sell
12,350
-161,403
-93% -$9.63M 0.47% 53
2023
Q3 		$9.62M Buy
+173,753
New +$10.6M 2.2% 8

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Dallas Securities's FOUR Position: Q4 2025 in Review

First Dallas Securities sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 3,100 shares — an estimated $240K sold.

First Dallas Securities first reported a position in FOUR in Q3 2023 and held it in 9 quarters. The position peaked at $9.62M in Q3 2023. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

  • First Dallas Securities reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
  • First Dallas Securities sold 3,100 Shift4 shares in Q4 2025, an estimated $240K.
  • First Dallas Securities first reported a position in Shift4 in Q3 2023 and held it in 9 quarters.
  • First Dallas Securities's Shift4 position peaked at $9.62M in Q3 2023.
  • 402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on First Dallas Securities's 13F filing for Q4 2025, filed 11 Feb 2026.