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
Q3 		$2.4M Sell
66,288
-15,357
-19% -$708K ﹤0.01% 3597
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 		$9.7M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $154M AUM 45.37% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LPL Financial's FOUR Position: Q3 2026 in Review

LPL Financial reduced its Shift4 (FOUR) stake by 19% in Q3 2026, selling an estimated $708K and leaving 66,288 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3597.

LPL Financial first reported a position in FOUR in Q3 2020 and has held it in 25 quarters since. The position peaked at $35.2M in Q2 2021. 147 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • LPL Financial held 66,288 shares of Shift4 worth $2.4M as of Q3 2026.
  • LPL Financial sold 15,357 Shift4 shares in Q3 2026, an estimated $708K.
  • Shift4 made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3597 holding.
  • LPL Financial first reported a position in Shift4 in Q3 2020 and has held it in 25 quarters since.
  • LPL Financial's Shift4 position peaked at $35.2M in Q2 2021.
  • 147 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.