Kestra Advisory Services’s Shift4 FOUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$305K Sell
6,270
-1,833
-23% -$79.2K ﹤0.01% 2752
2026
Q1
$354K Sell
8,103
-174
-2% -$9.6K ﹤0.01% 2489
2025
Q4
$521K Sell
8,277
-5
-0.1% -$353 ﹤0.01% 2111
2025
Q3
$641K Buy
8,282
+277
+3% +$25.7K ﹤0.01% 1889
2025
Q2
$793K Sell
8,005
-894
-10% -$77.9K ﹤0.01% 1640
2025
Q1
$727K Sell
8,899
-1,062
-11% -$109K ﹤0.01% 1583
2024
Q4
$1.03M Buy
9,961
+908
+10% +$90.1K 0.01% 1398
2024
Q3
$802K Buy
9,053
+281
+3% +$21.3K ﹤0.01% 1464
2024
Q2
$643K Buy
8,772
+841
+11% +$55.7K ﹤0.01% 1612
2024
Q1
$524K Buy
7,931
+1,221
+18% +$91.8K ﹤0.01% 1634
2023
Q4
$499K Buy
+6,710
New +$400K ﹤0.01% 1533
2021
Q3
Sell
-2,258
Closed -$212K 2140
2021
Q2
$212K Buy
+2,258
New +$213K ﹤0.01% 1830

Other funds holding FOUR

Kestra Advisory Services's FOUR Position: Q2 2026 in Review

Kestra Advisory Services reduced its Shift4 (FOUR) stake by 23% in Q2 2026, selling an estimated $79.2K and leaving 6,270 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #2752.

Kestra Advisory Services first reported a position in FOUR in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.03M in Q4 2024. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Kestra Advisory Services held 6,270 shares of Shift4 worth $305K as of Q2 2026.
  • Kestra Advisory Services sold 1,833 Shift4 shares in Q2 2026, an estimated $79.2K.
  • Shift4 made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2752 holding.
  • Kestra Advisory Services first reported a position in Shift4 in Q2 2021 and has held it in 12 quarters since.
  • Kestra Advisory Services's Shift4 position peaked at $1.03M in Q4 2024.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.