IFG
FOUR icon

Independent Financial Group’s Shift4 FOUR Stock Holding History

Independent Financial Group’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 		$1.19M Sell
24,525
-2,000
-8% -$86.5K 0.02% 618
2026
Q1 		$1.16M Buy
26,525
+1,960
+8% +$108K 0.03% 578
2025
Q4 		$1.55M Buy
24,565
+6,515
+36% +$460K 0.03% 466
2025
Q3 		$1.4M Buy
18,050
+500
+3% +$46.5K 0.03% 503
2025
Q2 		$1.74M Buy
17,550
+150
+0.9% +$13.1K 0.05% 383
2025
Q1 		$1.42M Buy
17,400
+1,850
+12% +$191K 0.05% 380
2024
Q4 		$1.61M Sell
15,550
-6,153
-28% -$611K 0.05% 346
2024
Q3 		$1.92M Sell
21,703
-27
-0.1% -$2.05K 0.07% 276
2024
Q2 		$1.59M Sell
21,730
-1,175
-5% -$77.9K 0.06% 278
2024
Q1 		$1.51M Buy
22,905
+709
+3% +$53.3K 0.07% 278
2023
Q4 		$1.65M Sell
22,196
-804
-3% -$48K 0.09% 240
2023
Q3 		$1.27M Buy
23,000
+4,400
+24% +$268K 0.08% 267
2023
Q2 		$1.26M Buy
18,600
+3,250
+21% +$213K 0.09% 259
2023
Q1 		$1.16M Sell
15,350
-1,100
-7% -$70.8K 0.09% 248
2022
Q4 		$920K Buy
16,450
+5,100
+45% +$241K 0.08% 256
2022
Q3 		$506K Buy
11,350
+1,350
+14% +$56.7K 0.05% 394
2022
Q2 		$331K Sell
10,000
-4,600
-32% -$217K 0.04% 478
2022
Q1 		$904K Buy
14,600
+8,200
+128% +$432K 0.07% 280
2021
Q4 		$371K Buy
+6,400
New +$407K 0.03% 516

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

Independent Financial Group's FOUR Position: Q2 2026 in Review

Independent Financial Group reduced its Shift4 (FOUR) stake by 7.5% in Q2 2026, selling an estimated $86.5K and leaving 24,525 shares worth $1.19M. The position accounts for 0.02% of the portfolio, ranked #618.

Independent Financial Group first reported a position in FOUR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q3 2024. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Independent Financial Group held 24,525 shares of Shift4 worth $1.19M as of Q2 2026.
  • Independent Financial Group sold 2,000 Shift4 shares in Q2 2026, an estimated $86.5K.
  • Shift4 made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #618 holding.
  • Independent Financial Group first reported a position in Shift4 in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Shift4 position peaked at $1.92M in Q3 2024.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.