Mather Group
FOUR icon

Mather Group’s Shift4 FOUR Stock Holding History

Mather 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
Q3 		$17.2K Buy
+475
New +$21.9K ﹤0.01% 1487

Other funds holding FOUR

Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RPCONE
Retirement Planning Company of New England Warwick, Rhode Island $263M AUM 26.23% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Mather Group's FOUR Position: Q3 2026 in Review

Mather Group opened a new position in Shift4 (FOUR) in Q3 2026: 475 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings.

24 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Mather Group held 475 shares of Shift4 worth $17.2K as of Q3 2026.
  • Shift4 was a new Mather Group position in Q3 2026.
  • Shift4 made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1487 holding.
  • 24 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.