Janney Montgomery Scott
FOUR icon

Janney Montgomery Scott’s Shift4 FOUR Stock Holding History

Janney Montgomery Scott’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 		$443K Sell
10,130
-225
-2% -$12.4K ﹤0.01% 2122
2025
Q4 		$652K Sell
10,355
-7,880
-43% -$557K ﹤0.01% 2024
2025
Q3 		$1.41M Buy
18,235
+1,927
+12% +$179K ﹤0.01% 1502
2025
Q2 		$1.62M Sell
16,308
-56,017
-77% -$4.88M ﹤0.01% 1311
2025
Q1 		$5.91M Buy
72,325
+55,898
+340% +$5.76M 0.02% 718
2024
Q4 		$1.71M Buy
16,427
+12,489
+317% +$1.24M ﹤0.01% 1238
2024
Q3 		$349K Buy
3,938
+595
+18% +$45.1K ﹤0.01% 2193
2024
Q2 		$245K Buy
+3,343
New +$222K ﹤0.01% 2327
2022
Q1 		– Sell
-4,500
Closed -$261K – 2301
2021
Q4 		$261K Buy
+4,500
New +$286K ﹤0.01% 2079

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM