&Partners’s Shift4 FOUR Stock Holding History

&Partners’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	-5,579	Closed	-$430K	–	2310
2025 Q3	$430K	Buy	5,579 +333	+6%	+$31K	﹤0.01%	1544
2025 Q2	$556K	Buy	5,246 +821	+19%	+$71.6K	﹤0.01%	1303
2025 Q1	$375K	Buy	4,425 +472	+12%	+$48.6K	﹤0.01%	1288
2024 Q4	$430K	Buy	+3,953	New	+$392K	0.01%	1142
2022 Q2	–	Sell	-4,925	Closed	-$305K	–	199
2022 Q1	$305K	Sell	4,925 -155	-3%	-$8.18K	0.17%	127
2021 Q4	$294K	Buy	5,080 +2,160	+74%	+$137K	0.18%	133
2021 Q3	$226K	Buy	+2,920	New	+$252K	0.14%	155

Other funds holding FOUR

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

DPCM

Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

&Partners's FOUR Position: Q4 2025 in Review

&Partners sold out of Shift4 (FOUR) in Q4 2025, closing a stake of 5,579 shares — an estimated $430K sold.

&Partners first reported a position in FOUR in Q3 2021 and held it in 7 quarters. The position peaked at $556K in Q2 2025. 402 funds tracked by Wall St. Rank hold FOUR as of Q4 2025.

&Partners reported no remaining Shift4 position as of Q4 2025 after selling out during the quarter.
&Partners sold 5,579 Shift4 shares in Q4 2025, an estimated $430K.
&Partners first reported a position in Shift4 in Q3 2021 and held it in 7 quarters.
&Partners's Shift4 position peaked at $556K in Q2 2025.
402 funds tracked by Wall St. Rank held Shift4 as of Q4 2025.

Based on &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.