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

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

JFS Wealth Advisors's FOUR Position: Q2 2026 in Review

JFS Wealth Advisors sold out of Shift4 (FOUR) in Q2 2026, closing a stake of 150 shares — an estimated $6.56K sold.

JFS Wealth Advisors first reported a position in FOUR in Q4 2022 and held it in 14 quarters. The position peaked at $6.56K in Q1 2026. 358 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • JFS Wealth Advisors reported no remaining Shift4 position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 150 Shift4 shares in Q2 2026, an estimated $6.56K.
  • JFS Wealth Advisors first reported a position in Shift4 in Q4 2022 and held it in 14 quarters.
  • JFS Wealth Advisors's Shift4 position peaked at $6.56K in Q1 2026.
  • 358 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.