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Pinnacle Wealth Planning Services’s Shift4 FOUR Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$45K Sell
925
-347
-27% -$15K ﹤0.01% 1350
2026
Q1 		$55.6K Buy
1,272
+909
+250% +$50.2K 0.01% 1140
2025
Q4 		$22.9K Buy
+363
New +$25.6K ﹤0.01% 1655

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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's FOUR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Shift4 (FOUR) stake by 27% in Q2 2026, selling an estimated $15K and leaving 925 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Pinnacle Wealth Planning Services first reported a position in FOUR in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.6K in Q1 2026. 360 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 925 shares of Shift4 worth $45K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 347 Shift4 shares in Q2 2026, an estimated $15K.
  • Shift4 made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1350 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shift4 in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Shift4 position peaked at $55.6K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.