JWCA
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J.W. Cole Advisors’s Shift4 FOUR Stock Holding History

J.W. Cole 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 		$225K Sell
4,617
-1,270
-22% -$54.9K ﹤0.01% 1446
2026
Q1 		$257K Sell
5,887
-2,314
-28% -$128K 0.01% 673
2025
Q4 		$515K Buy
+8,201
New +$579K 0.01% 891
2025
Q1 		– Sell
-3,161
Closed -$328K – 1289
2024
Q4 		$328K Sell
3,161
-885
-22% -$87.9K 0.01% 745
2024
Q3 		$358K Sell
4,046
-79
-2% -$5.99K 0.02% 715
2024
Q2 		$303K Buy
+4,125
New +$273K 0.01% 699
2023
Q2 		– Sell
-8,008
Closed -$607K – 782
2023
Q1 		$607K Buy
+8,008
New +$516K 0.04% 401

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

J.W. Cole Advisors's FOUR Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Shift4 (FOUR) stake by 22% in Q2 2026, selling an estimated $54.9K and leaving 4,617 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

J.W. Cole Advisors first reported a position in FOUR in Q1 2023 and has held it in 7 quarters since. The position peaked at $607K in Q1 2023. 61 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • J.W. Cole Advisors held 4,617 shares of Shift4 worth $225K as of Q2 2026.
  • J.W. Cole Advisors sold 1,270 Shift4 shares in Q2 2026, an estimated $54.9K.
  • Shift4 made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1446 holding.
  • J.W. Cole Advisors first reported a position in Shift4 in Q1 2023 and has held it in 7 quarters since.
  • J.W. Cole Advisors's Shift4 position peaked at $607K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.