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LRI Investments’s Shift4 FOUR Stock Holding History

LRI Investments’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 		$13.3K Sell
274
-500
-65% -$21.6K ﹤0.01% 877
2026
Q1 		$33.8K Buy
774
+598
+340% +$33K ﹤0.01% 581
2025
Q4 		$11.1K Hold
176
– – ﹤0.01% 845
2025
Q3 		$13.6K Buy
+176
New +$16.4K ﹤0.01% 805

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
LP
LB Partners Charlottesville, Virginia $147M AUM 29.28% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LRI Investments's FOUR Position: Q2 2026 in Review

LRI Investments reduced its Shift4 (FOUR) stake by 65% in Q2 2026, selling an estimated $21.6K and leaving 274 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

LRI Investments first reported a position in FOUR in Q3 2025 and has held it in 4 quarters since. The position peaked at $33.8K in Q1 2026. 95 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • LRI Investments held 274 shares of Shift4 worth $13.3K as of Q2 2026.
  • LRI Investments sold 500 Shift4 shares in Q2 2026, an estimated $21.6K.
  • Shift4 made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #877 holding.
  • LRI Investments first reported a position in Shift4 in Q3 2025 and has held it in 4 quarters since.
  • LRI Investments's Shift4 position peaked at $33.8K in Q1 2026.
  • 95 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.