Lindbrook Capital’s Shift4 FOUR Stock Holding History

Lindbrook Capital’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
2025 Q1	$17.6K	Sell	215 -15	-7%	-$1.55K	﹤0.01%	1414
2024 Q4	$23.9K	Sell	230 -3	-1%	-$298	﹤0.01%	1185
2024 Q3	$20.6K	Buy	233 +12	+5%	+$909	﹤0.01%	1284
2024 Q2	$16.2K	Buy	221 +74	+50%	+$4.91K	﹤0.01%	1361
2024 Q1	$9.71K	Hold	147	–	–	﹤0.01%	1591
2023 Q4	$10.9K	Sell	147 -32	-18%	-$1.91K	﹤0.01%	1508
2023 Q3	$9.91K	Buy	179 +10	+6%	+$610	﹤0.01%	1424
2023 Q2	$11.5K	Sell	169 -6	-3%	-$393	﹤0.01%	1381
2023 Q1	$13.3K	Buy	175 +6	+4%	+$386	﹤0.01%	1279
2022 Q4	$9.45K	Buy	+169	New	+$7.99K	﹤0.01%	1460

Other funds holding FOUR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

DPCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Lindbrook Capital's FOUR Position: Q1 2025 in Review

Lindbrook Capital reduced its Shift4 (FOUR) stake by 6.5% in Q1 2025, selling an estimated $1.55K and leaving 215 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Lindbrook Capital first reported a position in FOUR in Q4 2022 and has held it in 10 quarters since. The position peaked at $23.9K in Q4 2024. 441 funds tracked by Wall St. Rank hold FOUR as of Q1 2025.

Lindbrook Capital held 215 shares of Shift4 worth $17.6K as of Q1 2025.
Lindbrook Capital sold 15 Shift4 shares in Q1 2025, an estimated $1.55K.
Shift4 made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1414 holding.
Lindbrook Capital first reported a position in Shift4 in Q4 2022 and has held it in 10 quarters since.
Lindbrook Capital's Shift4 position peaked at $23.9K in Q4 2024.
441 funds tracked by Wall St. Rank held Shift4 as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.