MN Wealth Advisors
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MN Wealth Advisors’s Shift4 FOUR Stock Holding History

MN Wealth Advisors’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 		– Sell
-4,044
Closed -$197K – 145
2026
Q2 		$197K Buy
4,044
+270
+7% +$11.7K 0.08% 129
2026
Q1 		$165K Sell
3,774
-2,997
-44% -$165K 0.08% 119
2025
Q4 		$426K Sell
6,771
-1,194
-15% -$84.4K 0.22% 73
2025
Q3 		$616K Buy
7,965
+686
+9% +$63.8K 0.33% 62
2025
Q2 		$721K Buy
+7,279
New +$635K 0.42% 54

Other funds holding FOUR

Maestria Partners
Maestria Partners Atlanta, Georgia $298M AUM 13.91% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Hunter Associates Investment Management
Hunter Associates Investment Management Pittsburgh, Pennsylvania $860M AUM 22.54% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

MN Wealth Advisors's FOUR Position: Q3 2026 in Review

MN Wealth Advisors sold out of Shift4 (FOUR) in Q3 2026, closing a stake of 4,044 shares — an estimated $197K sold.

MN Wealth Advisors first reported a position in FOUR in Q2 2025 and held it in 5 quarters. The position peaked at $721K in Q2 2025. 52 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • MN Wealth Advisors reported no remaining Shift4 position as of Q3 2026 after selling out during the quarter.
  • MN Wealth Advisors sold 4,044 Shift4 shares in Q3 2026, an estimated $197K.
  • MN Wealth Advisors first reported a position in Shift4 in Q2 2025 and held it in 5 quarters.
  • MN Wealth Advisors's Shift4 position peaked at $721K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.