Pathstone Holdings
FOUR icon

Pathstone Holdings’s Shift4 FOUR Stock Holding History

Pathstone Holdings’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
-3,059
Closed -$237K – 2287
2025
Q3 		$237K Buy
+3,059
New +$284K ﹤0.01% 2133
2025
Q2 		– Sell
-8,021
Closed -$655K – 2240
2025
Q1 		$655K Buy
8,021
+1,589
+25% +$164K ﹤0.01% 1585
2024
Q4 		$668K Buy
6,432
+1,151
+22% +$114K ﹤0.01% 1593
2024
Q3 		$468K Buy
5,281
+58
+1% +$4.39K ﹤0.01% 1757
2024
Q2 		$383K Sell
5,223
-5
-0.1% -$331 ﹤0.01% 1831
2024
Q1 		$345K Buy
+5,228
New +$393K ﹤0.01% 1857

Other funds holding FOUR

WA
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DCP
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return