Global Retirement Partners’s Shift4 FOUR Stock Holding History

Global Retirement Partners’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	$9.95K	Buy	158 +62	+65%	+$4.38K	﹤0.01%	3155
2025 Q3	$7.43K	Sell	96 -11	-10%	-$1.02K	﹤0.01%	2819
2025 Q2	$10.6K	Buy	+107	New	+$9.33K	﹤0.01%	2587
2024 Q4	$11.1K	Sell	107 -8	-7%	-$794	﹤0.01%	2363
2024 Q3	$10.2K	Hold	115	–	–	﹤0.01%	2292
2024 Q2	$8.44K	Buy	+115	New	+$7.62K	﹤0.01%	2397
2023 Q4	–	Sell	-10	Closed	-$532	–	3401
2023 Q3	$532	Buy	+10	New	+$610	﹤0.01%	2938
2023 Q2	–	Sell	-8	Closed	-$527	–	3215
2023 Q1	$527	Buy	+8	New	+$515	﹤0.01%	2911

Other funds holding FOUR

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Retirement Partners's FOUR Position: Q4 2025 in Review

Global Retirement Partners increased its Shift4 (FOUR) stake by 65% in Q4 2025, buying an estimated $4.38K and bringing the position to 158 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3155.

Global Retirement Partners first reported a position in FOUR in Q1 2023 and has held it in 8 quarters since. The position peaked at $11.1K in Q4 2024. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Global Retirement Partners held 158 shares of Shift4 worth $9.95K as of Q4 2025.
Global Retirement Partners bought 62 Shift4 shares in Q4 2025, an estimated $4.38K.
Shift4 made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3155 holding.
Global Retirement Partners first reported a position in Shift4 in Q1 2023 and has held it in 8 quarters since.
Global Retirement Partners's Shift4 position peaked at $11.1K in Q4 2024.
402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.