Great Lakes Advisors’s Shift4 FOUR Stock Holding History

Great Lakes 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
2025 Q4	–	Sell	-37,153	Closed	-$2.88M	–	821
2025 Q3	$2.88M	Sell	37,153 -36,437	-50%	-$3.39M	0.02%	369
2025 Q2	$7.29M	Sell	73,590 -10,248	-12%	-$893K	0.06%	231
2025 Q1	$6.85M	Sell	83,838 -1,628	-2%	-$168K	0.06%	233
2024 Q4	$8.87M	Sell	85,466 -2,198	-3%	-$218K	0.08%	217
2024 Q3	$7.77M	Buy	87,664 +30,306	+53%	+$2.3M	0.07%	242
2024 Q2	$4.21M	Sell	57,358 -2,608	-4%	-$173K	0.04%	355
2024 Q1	$3.96M	Sell	59,966 -327	-0.5%	-$24.6K	0.03%	378
2023 Q4	$4.48M	Buy	60,293 +1,728	+3%	+$103K	0.04%	338
2023 Q3	$3.24M	Sell	58,565 -1,790	-3%	-$109K	0.03%	392
2023 Q2	$4.1M	Buy	+60,355	New	+$3.96M	0.04%	365

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

Great Lakes Advisors's FOUR Position: Q4 2025 in Review

Great Lakes Advisors sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 37,153 shares — an estimated $2.88M sold.

Great Lakes Advisors first reported a position in FOUR in Q2 2023 and held it in 10 quarters. The position peaked at $8.87M in Q4 2024. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Great Lakes Advisors reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Great Lakes Advisors sold 37,153 Shift4 shares in Q4 2025, an estimated $2.88M.
Great Lakes Advisors first reported a position in Shift4 in Q2 2023 and held it in 10 quarters.
Great Lakes Advisors's Shift4 position peaked at $8.87M in Q4 2024.
402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Great Lakes Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.