Planning Strategies
FOUR icon

Planning Strategies’s Shift4 FOUR Stock Holding History

Planning Strategies’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
Q3 		$63K Sell
1,743
-3
-0.2% -$138 0.04% 146
2026
Q2 		$84.9K Buy
+1,746
New +$75.5K 0.05% 116

Other funds holding FOUR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Spyglass Capital Management
Spyglass Capital Management San Francisco, California $1.71B AUM 1.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Planning Strategies's FOUR Position: Q3 2026 in Review

Planning Strategies reduced its Shift4 (FOUR) stake by 0.17% in Q3 2026, selling an estimated $138 and leaving 1,743 shares worth $63K. The position accounts for 0.04% of the portfolio, ranked #146.

Planning Strategies first reported a position in FOUR in Q2 2026 and has held it in 2 quarters since. The position peaked at $84.9K in Q2 2026. 260 funds tracked by Wall St. Rank hold FOUR as of Q3 2026.

  • Planning Strategies held 1,743 shares of Shift4 worth $63K as of Q3 2026.
  • Planning Strategies sold 3 Shift4 shares in Q3 2026, an estimated $138.
  • Shift4 made up 0.04% of Planning Strategies's portfolio in Q3 2026, its #146 holding.
  • Planning Strategies first reported a position in Shift4 in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's Shift4 position peaked at $84.9K in Q2 2026.
  • 260 funds tracked by Wall St. Rank held Shift4 as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.