PWPS
FOUR icon

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
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 $2.23B 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

Pinnacle Wealth Planning Services's FOUR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Shift4 (FOUR) stake by 250% in Q1 2026, buying an estimated $50.2K and bringing the position to 1,272 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #1140.

Pinnacle Wealth Planning Services first reported a position in FOUR in Q4 2025 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold FOUR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,272 shares of Shift4 worth $55.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 909 Shift4 shares in Q1 2026, an estimated $50.2K.
  • Shift4 made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1140 holding.
  • Pinnacle Wealth Planning Services first reported a position in Shift4 in Q4 2025 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held Shift4 as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.