HFM Investment Advisors’s Shift4 FOUR Stock Holding History

HFM Investment 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	-2	Closed	-$155	–	1295
2025 Q3	$155	Buy	+2	New	+$186	﹤0.01%	1071

Other funds holding FOUR

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

DCP

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DPCM

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

HFM Investment Advisors's FOUR Position: Q4 2025 in Review

HFM Investment Advisors sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 2 shares — an estimated $155 sold.

HFM Investment Advisors first reported a position in FOUR in Q3 2025 and held it in 1 quarter. The position peaked at $155 in Q3 2025. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

HFM Investment Advisors reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
HFM Investment Advisors sold 2 Shift4 shares in Q4 2025, an estimated $155.
HFM Investment Advisors first reported a position in Shift4 in Q3 2025 and held it in 1 quarter.
HFM Investment Advisors's Shift4 position peaked at $155 in Q3 2025.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on HFM Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.