Harel Insurance Investments & Financial Services’s Shift4 FOUR Stock Holding History

Harel Insurance Investments & Financial Services’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 Q2	–	Sell	-7,168	Closed	-$313K	–	543
2026 Q1	$313K	Sell	7,168 -3,331	-32%	-$184K	﹤0.01%	256
2025 Q4	$661K	Sell	10,499 -1,473	-12%	-$104K	0.01%	191
2025 Q3	$927K	Buy	11,972 +4,194	+54%	+$390K	0.01%	195
2025 Q2	$771K	Buy	7,778 +6,060	+353%	+$528K	0.01%	187
2025 Q1	$140K	Buy	1,718 +918	+115%	+$94.6K	﹤0.01%	294
2024 Q4	$83K	Buy	+800	New	+$79.4K	﹤0.01%	268

Other funds holding FOUR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RHJA

Rice Hall James & Associates San Diego, California $2.05B AUM 43.16% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Maestria Partners Atlanta, Georgia $288M AUM 13.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FOUR Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 7,168 shares — an estimated $313K sold.

Harel Insurance Investments & Financial Services first reported a position in FOUR in Q4 2024 and held it in 6 quarters. The position peaked at $927K in Q3 2025. 146 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

Harel Insurance Investments & Financial Services reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 7,168 Shift4 shares in Q2 2026, an estimated $313K.
Harel Insurance Investments & Financial Services first reported a position in Shift4 in Q4 2024 and held it in 6 quarters.
Harel Insurance Investments & Financial Services's Shift4 position peaked at $927K in Q3 2025.
146 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.