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FOUR icon

Perigon Wealth Management’s Shift4 FOUR Stock Holding History

Perigon Wealth Management’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
Q1 		– Sell
-5,135
Closed -$323K – 1341
2025
Q4 		$323K Sell
5,135
-7
-0.1% -$495 0.01% 984
2025
Q3 		$398K Buy
5,142
+830
+19% +$77.2K 0.01% 831
2025
Q2 		$427K Buy
4,312
+190
+5% +$16.6K 0.01% 721
2025
Q1 		$337K Buy
4,122
+213
+5% +$21.9K 0.01% 769
2024
Q4 		$419K Buy
3,909
+133
+4% +$13.2K 0.01% 693
2024
Q3 		$335K Buy
3,776
+154
+4% +$11.7K 0.01% 745
2024
Q2 		$266K Buy
+3,622
New +$240K 0.01% 735

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.23B AUM 16.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Perigon Wealth Management's FOUR Position: Q1 2026 in Review

Perigon Wealth Management sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 5,135 shares — an estimated $323K sold.

Perigon Wealth Management first reported a position in FOUR in Q2 2024 and held it in 7 quarters. The position peaked at $427K in Q2 2025. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Perigon Wealth Management reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 5,135 Shift4 shares in Q1 2026, an estimated $323K.
  • Perigon Wealth Management first reported a position in Shift4 in Q2 2024 and held it in 7 quarters.
  • Perigon Wealth Management's Shift4 position peaked at $427K in Q2 2025.
  • 352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.