Merit Financial Group’s Shift4 FOUR Stock Holding History

Merit Financial 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
2025 Q4	–	Sell	-6,957	Closed	-$538K	–	1975
2025 Q3	$538K	Buy	+6,957	New	+$647K	﹤0.01%	1147

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DPCM

Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Merit Financial Group's FOUR Position: Q4 2025 in Review

Merit Financial Group sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 6,957 shares — an estimated $538K sold.

Merit Financial Group first reported a position in FOUR in Q3 2025 and held it in 1 quarter. The position peaked at $538K in Q3 2025. 403 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

Merit Financial Group reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
Merit Financial Group sold 6,957 Shift4 shares in Q4 2025, an estimated $538K.
Merit Financial Group first reported a position in Shift4 in Q3 2025 and held it in 1 quarter.
Merit Financial Group's Shift4 position peaked at $538K in Q3 2025.
403 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on Merit Financial Group's 13F filing for Q4 2025, filed 26 Jan 2026.