IA
FOUR icon

IFP Advisors’s Shift4 FOUR Stock Holding History

IFP 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
2026
Q2 		$143K Sell
2,935
-4,581
-61% -$198K ﹤0.01% 1738
2026
Q1 		$329K Buy
7,516
+647
+9% +$35.7K 0.01% 1144
2025
Q4 		$433K Buy
6,869
+2,156
+46% +$152K 0.01% 995
2025
Q3 		$365K Buy
4,713
+1,845
+64% +$172K 0.01% 992
2025
Q2 		$407K Buy
2,868
+301
+12% +$26.2K 0.01% 924
2025
Q1 		$214K Buy
2,567
+242
+10% +$24.9K 0.01% 1143
2024
Q4 		$247K Buy
2,325
+1,530
+192% +$152K 0.01% 1040
2024
Q3 		$70.4K Buy
795
+212
+36% +$16.1K ﹤0.01% 1566
2024
Q2 		$42.8K Buy
583
+237
+68% +$15.7K ﹤0.01% 1743
2024
Q1 		$22.9K Buy
346
+174
+101% +$13.1K ﹤0.01% 1905
2023
Q4 		$12.8K Sell
172
-39
-18% -$2.33K ﹤0.01% 2096
2023
Q3 		$11.7K Sell
211
-919
-81% -$56K ﹤0.01% 2190
2023
Q2 		$76.7K Buy
1,130
+988
+696% +$64.8K ﹤0.01% 1436
2023
Q1 		$4.76K Sell
142
-232
-62% -$14.9K ﹤0.01% 2585
2022
Q4 		$13K Buy
374
+274
+274% +$13K ﹤0.01% 3202
2022
Q3 		$3K Hold
100
– – ﹤0.01% 4218
2022
Q2 		$3K Hold
100
– – ﹤0.01% 3986
2022
Q1 		$3K Sell
100
-78
-44% -$4.11K ﹤0.01% 3986
2021
Q4 		$11K Buy
+178
New +$11.3K ﹤0.01% 2183
2021
Q1 		– Sell
-640
Closed -$49.8K – 3073
2020
Q4 		$48K Buy
+640
New +$38.3K ﹤0.01% 1463

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
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
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's FOUR Position: Q2 2026 in Review

IFP Advisors reduced its Shift4 (FOUR) stake by 61% in Q2 2026, selling an estimated $198K and leaving 2,935 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

IFP Advisors first reported a position in FOUR in Q4 2020 and has held it in 20 quarters since. The position peaked at $433K in Q4 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • IFP Advisors held 2,935 shares of Shift4 worth $143K as of Q2 2026.
  • IFP Advisors sold 4,581 Shift4 shares in Q2 2026, an estimated $198K.
  • Shift4 made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1738 holding.
  • IFP Advisors first reported a position in Shift4 in Q4 2020 and has held it in 20 quarters since.
  • IFP Advisors's Shift4 position peaked at $433K in Q4 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.