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Larson Financial Group’s Shift4 FOUR Stock Holding History

Larson Financial Group’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 		$5.95K Sell
136
-19
-12% -$1.05K ﹤0.01% 2513
2025
Q4 		$9.76K Buy
155
+134
+638% +$9.47K ﹤0.01% 2128
2025
Q3 		$1.63K Sell
21
-38
-64% -$3.53K ﹤0.01% 2780
2025
Q2 		$5.85K Buy
59
+22
+59% +$1.92K ﹤0.01% 2024
2025
Q1 		$3.02K Buy
37
+34
+1,133% +$3.5K ﹤0.01% 2034
2024
Q4 		$311 Hold
3
– – ﹤0.01% 2323
2024
Q3 		$266 Buy
+3
New +$227 ﹤0.01% 2287
2024
Q2 		– Sell
-100
Closed -$6.61K – 2450
2024
Q1 		$6.61K Hold
100
– – ﹤0.01% 1137
2023
Q4 		$7.43K Hold
100
– – ﹤0.01% 1093
2023
Q3 		$5.54K Hold
100
– – ﹤0.01% 1144
2023
Q2 		$6.79K Hold
100
– – ﹤0.01% 1034
2023
Q1 		$7.58K Buy
+100
New +$6.44K ﹤0.01% 995

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Larson Financial Group's FOUR Position: Q1 2026 in Review

Larson Financial Group reduced its Shift4 (FOUR) stake by 12% in Q1 2026, selling an estimated $1.05K and leaving 136 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Larson Financial Group first reported a position in FOUR in Q1 2023 and has held it in 12 quarters since. The position peaked at $9.76K in Q4 2025. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Larson Financial Group held 136 shares of Shift4 worth $5.95K as of Q1 2026.
  • Larson Financial Group sold 19 Shift4 shares in Q1 2026, an estimated $1.05K.
  • Shift4 made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2513 holding.
  • Larson Financial Group first reported a position in Shift4 in Q1 2023 and has held it in 12 quarters since.
  • Larson Financial Group's Shift4 position peaked at $9.76K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.