Key Financial Inc’s Shift4 FOUR Stock Holding History

Key Financial Inc’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	–	Sell	-200	Closed	-$12.6K	–	1416
2025 Q4	$12.6K	Buy	+200	New	+$14.1K	﹤0.01%	821

Other funds holding FOUR

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Key Financial Inc's FOUR Position: Q1 2026 in Review

Key Financial Inc sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 200 shares — an estimated $12.6K sold.

Key Financial Inc first reported a position in FOUR in Q4 2025 and held it in 1 quarter. The position peaked at $12.6K in Q4 2025. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

Key Financial Inc reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 200 Shift4 shares in Q1 2026, an estimated $12.6K.
Key Financial Inc first reported a position in Shift4 in Q4 2025 and held it in 1 quarter.
Key Financial Inc's Shift4 position peaked at $12.6K in Q4 2025.
352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.