LPL Financial
FOUR icon

LPL Financial’s Shift4 FOUR Stock Holding History

LPL Financial’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 		$3.97M Buy
81,645
+35,077
+75% +$1.52M ﹤0.01% 3011
2026
Q1 		$2.04M Sell
46,568
-107,801
-70% -$5.95M ﹤0.01% 3495
2025
Q4 		$9.72M Sell
154,369
-52,018
-25% -$3.68M ﹤0.01% 1952
2025
Q3 		$16M Buy
206,387
+49,999
+32% +$4.65M ﹤0.01% 1505
2025
Q2 		$15.5M Buy
156,388
+66,587
+74% +$5.81M 0.01% 1420
2025
Q1 		$7.34M Sell
89,801
-11,490
-11% -$1.18M ﹤0.01% 1833
2024
Q4 		$10.5M Buy
101,291
+20,478
+25% +$2.03M ﹤0.01% 1507
2024
Q3 		$7.16M Buy
80,813
+10,700
+15% +$811K ﹤0.01% 1714
2024
Q2 		$5.14M Buy
70,113
+27,887
+66% +$1.85M ﹤0.01% 1823
2024
Q1 		$2.79M Sell
42,226
-12,504
-23% -$941K ﹤0.01% 2247
2023
Q4 		$4.07M Sell
54,730
-2,836
-5% -$169K ﹤0.01% 1826
2023
Q3 		$3.19M Sell
57,566
-1,806
-3% -$110K ﹤0.01% 1910
2023
Q2 		$4.03M Sell
59,372
-1,881
-3% -$123K ﹤0.01% 1712
2023
Q1 		$4.64M Buy
61,253
+6,945
+13% +$447K ﹤0.01% 1566
2022
Q4 		$3.04M Buy
54,308
+447
+0.8% +$21.1K ﹤0.01% 1769
2022
Q3 		$2.4M Buy
53,861
+49
+0.1% +$2.06K ﹤0.01% 1839
2022
Q2 		$1.78M Buy
53,812
+1,712
+3% +$80.8K ﹤0.01% 2110
2022
Q1 		$3.23M Sell
52,100
-309,419
-86% -$16.3M ﹤0.01% 1707
2021
Q4 		$20.9M Sell
361,519
-4,295
-1% -$273K 0.02% 655
2021
Q3 		$28.4M Sell
365,814
-9,486
-3% -$818K 0.03% 493
2021
Q2 		$35.2M Buy
375,300
+360,915
+2,509% +$34.1M 0.04% 407
2021
Q1 		$1.18M Buy
14,385
+9,435
+191% +$735K ﹤0.01% 2247
2020
Q4 		$373K Buy
4,950
+791
+19% +$47.3K ﹤0.01% 3022
2020
Q3 		$201K Buy
+4,159
New +$185K ﹤0.01% 3201

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 $15.3B AUM 25.06% 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 $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial's FOUR Position: Q2 2026 in Review

LPL Financial increased its Shift4 (FOUR) stake by 75% in Q2 2026, buying an estimated $1.52M and bringing the position to 81,645 shares worth $3.97M. The position accounts for ﹤0.01% of the portfolio, ranked #3011.

LPL Financial first reported a position in FOUR in Q3 2020 and has held it in 24 quarters since. The position peaked at $35.2M in Q2 2021. 359 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • LPL Financial held 81,645 shares of Shift4 worth $3.97M as of Q2 2026.
  • LPL Financial bought 35,077 Shift4 shares in Q2 2026, an estimated $1.52M.
  • Shift4 made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3011 holding.
  • LPL Financial first reported a position in Shift4 in Q3 2020 and has held it in 24 quarters since.
  • LPL Financial's Shift4 position peaked at $35.2M in Q2 2021.
  • 359 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.