PF
FOUR icon

Phoenix Financial’s Shift4 FOUR Stock Holding History

Phoenix Financial’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
-6,503
Closed -$409K – 507
2025
Q4 		$409K Sell
6,503
-195
-3% -$13.8K ﹤0.01% 324
2025
Q3 		$519K Buy
+6,698
New +$623K 0.01% 291
2021
Q2 		– Sell
-71,051
Closed -$5.8M – 343
2021
Q1 		$5.8M Sell
71,051
-16,066
-18% -$1.25M 0.13% 139
2020
Q4 		$6.43M Sell
87,117
-22,883
-21% -$1.37M 0.17% 122
2020
Q3 		$4.9M Hold
110,000
– – 0.21% 104
2020
Q2 		$3.73M Buy
+110,000
New +$4.02M 0.16% 118

Other funds holding FOUR

DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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 $60.8B AUM 42.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Phoenix Financial's FOUR Position: Q1 2026 in Review

Phoenix Financial sold out of Shift4 (FOUR) in Q1 2026, closing a stake of 6,503 shares — an estimated $409K sold.

Phoenix Financial first reported a position in FOUR in Q2 2020 and held it in 6 quarters. The position peaked at $6.43M in Q4 2020. 353 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Phoenix Financial reported no remaining Shift4 position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 6,503 Shift4 shares in Q1 2026, an estimated $409K.
  • Phoenix Financial first reported a position in Shift4 in Q2 2020 and held it in 6 quarters.
  • Phoenix Financial's Shift4 position peaked at $6.43M in Q4 2020.
  • 353 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.