HB Wealth Management’s Shift4 FOUR Stock Holding History

HB Wealth Management’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	–	Sell	-6,215	Closed	-$391K	–	1569
2025 Q4	$391K	Buy	6,215 +24	+0.4%	+$1.7K	﹤0.01%	1002
2025 Q3	$479K	Buy	+6,191	New	+$575K	﹤0.01%	877

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HB Wealth Management's FOUR Position: Q1 2026 in Review

HB Wealth Management sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 6,215 shares — an estimated $391K sold.

HB Wealth Management first reported a position in FOUR in Q3 2025 and held it in 2 quarters. The position peaked at $479K in Q3 2025. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

HB Wealth Management reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
HB Wealth Management sold 6,215 Shift4 shares in Q1 2026, an estimated $391K.
HB Wealth Management first reported a position in Shift4 in Q3 2025 and held it in 2 quarters.
HB Wealth Management's Shift4 position peaked at $479K in Q3 2025.
353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.