JWA
FOUR icon

JFS Wealth Advisors’s Shift4 FOUR Stock Holding History

JFS Wealth 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 		– Sell
-150
Closed -$6.56K – 2268
2026
Q1 		$6.56K Buy
150
+143
+2,043% +$7.89K ﹤0.01% 1102
2025
Q4 		$441 Hold
7
– – ﹤0.01% 1819
2025
Q3 		$542 Hold
7
– – ﹤0.01% 1745
2025
Q2 		$694 Sell
7
-11
-61% -$959 ﹤0.01% 1641
2025
Q1 		$1.47K Sell
18
-8
-31% -$824 ﹤0.01% 1570
2024
Q4 		$2.7K Buy
26
+8
+44% +$794 ﹤0.01% 1356
2024
Q3 		$1.59K Buy
18
+1
+6% +$76 ﹤0.01% 1576
2024
Q2 		$1.25K Buy
17
+6
+55% +$398 ﹤0.01% 1616
2024
Q1 		$727 Hold
11
– – ﹤0.01% 1726
2023
Q4 		$818 Hold
11
– – ﹤0.01% 1694
2023
Q3 		$610 Buy
11
+4
+57% +$244 ﹤0.01% 1709
2023
Q2 		$476 Buy
7
+2
+40% +$131 ﹤0.01% 1767
2023
Q1 		$379 Buy
5
+4
+400% +$258 ﹤0.01% 1753
2022
Q4 		$56 Buy
+1
New +$47 ﹤0.01% 1918

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return