Jones Financial Companies
FOUR icon

Jones Financial Companies’s Shift4 FOUR Stock Holding History

Jones Financial Companies’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 		$258K Buy
5,416
+484
+10% +$20.9K ﹤0.01% 2471
2026
Q1 		$219K Buy
4,932
+741
+18% +$40.9K ﹤0.01% 2369
2025
Q4 		$264K Buy
4,191
+839
+25% +$59.3K ﹤0.01% 1792
2025
Q3 		$265K Buy
3,352
+818
+32% +$76K ﹤0.01% 1672
2025
Q2 		$249K Buy
2,534
+932
+58% +$81.3K ﹤0.01% 1565
2025
Q1 		$135K Buy
1,602
+311
+24% +$32K ﹤0.01% 1646
2024
Q4 		$134K Buy
1,291
+565
+78% +$56.1K ﹤0.01% 1519
2024
Q3 		$63.8K Buy
726
+681
+1,513% +$51.6K ﹤0.01% 1554
2024
Q2 		$3.3K Buy
+45
New +$2.98K ﹤0.01% 2050

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 $13.5B AUM 16.58% 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 $3.38T AUM 44.17% 1-Year Est. Return

Jones Financial Companies's FOUR Position: Q2 2026 in Review

Jones Financial Companies increased its Shift4 (FOUR) stake by 9.8% in Q2 2026, buying an estimated $20.9K and bringing the position to 5,416 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Jones Financial Companies first reported a position in FOUR in Q2 2024 and has held it in 9 quarters since. The position peaked at $265K in Q3 2025. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Jones Financial Companies held 5,416 shares of Shift4 worth $258K as of Q2 2026.
  • Jones Financial Companies bought 484 Shift4 shares in Q2 2026, an estimated $20.9K.
  • Shift4 made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2471 holding.
  • Jones Financial Companies first reported a position in Shift4 in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's Shift4 position peaked at $265K in Q3 2025.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.